JWM
SCHA icon

Janiczek Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Janiczek Wealth 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
2024
Q2 		$1.83M Sell
76,918
-655,842
-90% -$15.5M 0.38% 32
2024
Q1 		$18M Buy
732,760
+29,728
+4% +$696K 3.84% 7
2023
Q4 		$16.6M Buy
703,032
+5,290
+0.8% +$111K 4.01% 7
2023
Q3 		$14.5M Buy
697,742
+6,414
+0.9% +$141K 3.81% 8
2023
Q2 		$15.1M Sell
691,328
-3,416
-0.5% -$71.2K 4.17% 7
2023
Q1 		$14.4M Buy
694,744
+2,444
+0.4% +$52.5K 4.08% 8
2022
Q4 		$14.9M Buy
692,300
+16,834
+2% +$345K 4.21% 6
2022
Q3 		$13M Sell
675,466
-11,206
-2% -$234K 4.23% 7
2022
Q2 		$14.8M Sell
686,672
-36,726
-5% -$785K 4.39% 6
2022
Q1 		$17.1M Buy
723,398
+17,122
+2% +$404K 4.73% 6
2021
Q4 		$18.1M Buy
706,276
+29,328
+4% +$759K 5.41% 4
2021
Q3 		$16.9M Buy
676,948
+13,296
+2% +$338K 5.99% 4
2021
Q2 		$17.3M Buy
663,652
+38,256
+6% +$978K 6.28% 4
2021
Q1 		$15.6M Buy
625,396
+69,636
+13% +$1.71M 6.22% 4
2020
Q4 		$12.4M Buy
555,760
+26,996
+5% +$538K 5.99% 6
2020
Q3 		$9.03M Sell
528,764
-3,320
-0.6% -$57.2K 4.86% 6
2020
Q2 		$8.69M Buy
532,084
+510,148
+2,326% +$7.64M 4.88% 6
2020
Q1 		$283K Sell
21,936
-11,104
-34% -$189K 0.16% 31
2019
Q4 		$625K Sell
33,040
-4,188
-11% -$75.8K 0.28% 25
2019
Q3 		$649K Buy
37,228
+5,188
+16% +$91.6K 0.29% 25
2019
Q2 		$573K Sell
32,040
-908
-3% -$16.1K 0.27% 24
2019
Q1 		$576K Buy
32,948
+1,412
+4% +$24.2K 0.27% 24
2018
Q4 		$478K Buy
31,536
+13,188
+72% +$223K 0.24% 25
2018
Q3 		$349K Buy
18,348
+324
+2% +$6.18K 0.18% 29
2018
Q2 		$331K Sell
18,024
-372
-2% -$6.73K 0.17% 30
2018
Q1 		$318K Sell
18,396
-684
-4% -$12.1K 0.18% 31
2017
Q4 		$333K Sell
19,080
-40
-0.2% -$685 0.18% 29
2017
Q3 		$322K Buy
19,120
+744
+4% +$12K 0.18% 29
2017
Q2 		$294K Buy
+18,376
New +$290K 0.17% 29

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Janiczek Wealth Management's SCHA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 90% in Q2 2024, selling an estimated $15.5M and leaving 76,918 shares worth $1.83M. The position accounts for 0.38% of the portfolio, ranked #32.

Janiczek Wealth Management first reported a position in SCHA in Q2 2017 and has held it in 29 quarters since. The position peaked at $18.1M in Q4 2021. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Janiczek Wealth Management held 76,918 shares of Schwab U.S Small- Cap ETF worth $1.83M as of Q2 2024.
  • Janiczek Wealth Management sold 655,842 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $15.5M.
  • Schwab U.S Small- Cap ETF made up 0.38% of Janiczek Wealth Management's portfolio in Q2 2024, its #32 holding.
  • Janiczek Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 29 quarters since.
  • Janiczek Wealth Management's Schwab U.S Small- Cap ETF position peaked at $18.1M in Q4 2021.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.