Institutional & Family Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-4	Closed	–	–	1003
2021 Q1	$0	Hold	4	–	–	﹤0.01%	990
2020 Q4	$0	Hold	4	–	–	﹤0.01%	920
2020 Q3	$0	Sell	4 -60	-94%	-$1.03K	﹤0.01%	885
2020 Q2	$1K	Hold	64	–	–	﹤0.01%	802
2020 Q1	$1K	Buy	+64	New	+$1.09K	﹤0.01%	776

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Institutional & Family Asset Management's SCHA Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 4 shares.

Institutional & Family Asset Management first reported a position in SCHA in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

Institutional & Family Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 4 Schwab U.S Small- Cap ETF shares in Q2 2021.
Institutional & Family Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 5 quarters.
Institutional & Family Asset Management's Schwab U.S Small- Cap ETF position peaked at $1K in Q2 2020.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.