Intelligence Driven Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Intelligence Driven Advisers’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
2023 Q2	–	Sell	-74,066	Closed	-$1.51M	–	106
2023 Q1	$1.51M	Sell	74,066 -24,012	-24%	-$516K	0.27%	38
2022 Q4	$2.03M	Buy	98,078 +50,464	+106%	+$1.03M	0.37%	35
2022 Q3	$949K	Buy	47,614 +12,574	+36%	+$263K	0.19%	59
2022 Q2	$689K	Buy	+35,040	New	+$749K	0.14%	67
2020 Q3	–	Sell	-54,856	Closed	-$896K	–	99
2020 Q2	$896K	Sell	54,856 -18,940	-26%	-$284K	0.32%	47
2020 Q1	$950K	Buy	73,796 +1,908	+3%	+$32.4K	0.44%	41
2019 Q4	$1.36M	Sell	71,888 -2,108	-3%	-$38.1K	0.62%	32
2019 Q3	$1.29M	Sell	73,996 -12,660	-15%	-$224K	0.61%	34
2019 Q2	$1.55M	Sell	86,656 -6,240	-7%	-$110K	0.74%	32
2019 Q1	$1.62M	Sell	92,896 -3,916	-4%	-$67K	0.89%	28
2018 Q4	$1.47M	Buy	+96,812	New	+$1.64M	0.93%	33

Other funds holding SCHA

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Intelligence Driven Advisers's SCHA Position: Q2 2023 in Review

Intelligence Driven Advisers sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 74,066 shares — an estimated $1.51M sold.

Intelligence Driven Advisers first reported a position in SCHA in Q4 2018 and held it in 11 quarters. The position peaked at $2.03M in Q4 2022. 960 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Intelligence Driven Advisers reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 74,066 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $1.51M.
Intelligence Driven Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 11 quarters.
Intelligence Driven Advisers's Schwab U.S Small- Cap ETF position peaked at $2.03M in Q4 2022.
960 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Intelligence Driven Advisers's 13F filing for Q2 2023, filed 18 Jul 2023.