Investors Asset Management of Georgia’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Investors Asset Management of Georgia’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
2022 Q4	–	Sell	-1,124	Closed	-$21K	–	446
2022 Q3	$21K	Hold	1,124	–	–	0.01%	397
2022 Q2	$22K	Buy	+1,124	New	+$24K	0.01%	331

Other funds holding SCHA

CSIA

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

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Investors Asset Management of Georgia's SCHA Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 1,124 shares — an estimated $21K sold.

Investors Asset Management of Georgia first reported a position in SCHA in Q2 2022 and held it in 2 quarters. The position peaked at $22K in Q2 2022. 943 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,124 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $21K.
Investors Asset Management of Georgia first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Schwab U.S Small- Cap ETF position peaked at $22K in Q2 2022.
943 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.