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Insight Wealth Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-27,828
Closed -$696K – 185
2021
Q3 		$696K Buy
27,828
+2,512
+10% +$63.8K 0.1% 131
2021
Q2 		$659K Buy
25,316
+3,332
+15% +$85.2K 0.09% 129
2021
Q1 		$548K Buy
+21,984
New +$541K 0.07% 140

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Insight Wealth Strategies's SCHA Position: Q4 2021 in Review

Insight Wealth Strategies sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 27,828 shares — an estimated $696K sold.

Insight Wealth Strategies first reported a position in SCHA in Q1 2021 and held it in 3 quarters. The position peaked at $696K in Q3 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Insight Wealth Strategies reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 27,828 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $696K.
  • Insight Wealth Strategies first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 3 quarters.
  • Insight Wealth Strategies's Schwab U.S Small- Cap ETF position peaked at $696K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.