IronBridge Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-180	Closed	-$4K	–	286
2020 Q4	$4K	Buy	+180	New	+$3.58K	﹤0.01%	213

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

IronBridge Private Wealth's SCHA Position: Q1 2021 in Review

IronBridge Private Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2021, closing a stake of 180 shares — an estimated $4K sold.

IronBridge Private Wealth first reported a position in SCHA in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

IronBridge Private Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2021 after selling out during the quarter.
IronBridge Private Wealth sold 180 Schwab U.S Small- Cap ETF shares in Q1 2021, an estimated $4K.
IronBridge Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 1 quarter.
IronBridge Private Wealth's Schwab U.S Small- Cap ETF position peaked at $4K in Q4 2020.
818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on IronBridge Private Wealth's 13F filing for Q1 2021, filed 21 Jun 2021.