IA
SCHA icon

Independence Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Independence Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$45K Hold
2,608
– – 0.01% 128
2020
Q2 		$43K Hold
2,608
– – 0.01% 124
2020
Q1 		$34K Hold
2,608
– – 0.01% 115
2019
Q4 		$49K Buy
+2,608
New +$47.2K 0.01% 121

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Advisors's SCHA Position: Q3 2020 in Review

Independence Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2020 at 2,608 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #128.

Independence Advisors first reported a position in SCHA in Q4 2019 and has held it in 4 quarters since. The position peaked at $49K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

  • Independence Advisors held 2,608 shares of Schwab U.S Small- Cap ETF worth $45K as of Q3 2020.
  • Independence Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2020.
  • Schwab U.S Small- Cap ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #128 holding.
  • Independence Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's Schwab U.S Small- Cap ETF position peaked at $49K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.