KCM Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

KCM Investment Advisors’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	-13,954	Closed	-$264K	–	395
2022 Q3	$264K	Buy	+13,954	New	+$292K	0.01%	330
2021 Q3	–	Sell	-9,064	Closed	-$236K	–	398
2021 Q2	$236K	Buy	+9,064	New	+$232K	0.01%	358
2015 Q4	–	Sell	-78,268	Closed	-$994K	–	527
2015 Q3	$994K	Sell	78,268 -8	-0%	-$110	0.08%	237
2015 Q2	$1.13M	Buy	78,276 +1,960	+3%	+$28.4K	0.09%	231
2015 Q1	$1.1M	Buy	76,316 +228	+0.3%	+$3.19K	0.09%	236
2014 Q4	$1.05M	Buy	76,088 +248	+0.3%	+$3.29K	0.09%	239
2014 Q3	$975K	Buy	+75,840	New	+$1.01M	0.09%	236

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 $1.33B AUM 25.12% 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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

KCM Investment Advisors's SCHA Position: Q4 2022 in Review

KCM Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 13,954 shares — an estimated $264K sold.

KCM Investment Advisors first reported a position in SCHA in Q3 2014 and held it in 7 quarters. The position peaked at $1.13M in Q2 2015. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

KCM Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
KCM Investment Advisors sold 13,954 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $264K.
KCM Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2014 and held it in 7 quarters.
KCM Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $1.13M in Q2 2015.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on KCM Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.