Kelly Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kelly Financial Services’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 Q2	–	Sell	-12	Closed	-$295	–	706
2022 Q1	$295	Hold	12	–	–	﹤0.01%	632
2021 Q4	$318	Hold	12	–	–	﹤0.01%	644
2021 Q3	$310	Sell	12 -1,272	-99%	-$32.3K	﹤0.01%	616
2021 Q2	$3K	Buy	1,284 +1,272	+10,600%	+$32.5K	﹤0.01%	629
2021 Q1	$307	Hold	12	–	–	﹤0.01%	600
2020 Q4	$273	Hold	12	–	–	﹤0.01%	564
2020 Q3	$209	Hold	12	–	–	﹤0.01%	549
2020 Q2	$199	Hold	12	–	–	﹤0.01%	567
2020 Q1	$157	Hold	12	–	–	﹤0.01%	541
2019 Q4	$229	Hold	12	–	–	﹤0.01%	528
2019 Q3	$210	Buy	+12	New	+$212	﹤0.01%	513

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Kelly Financial Services's SCHA Position: Q2 2022 in Review

Kelly Financial Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 12 shares — an estimated $295 sold.

Kelly Financial Services first reported a position in SCHA in Q3 2019 and held it in 11 quarters. The position peaked at $3K in Q2 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Kelly Financial Services reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 12 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $295.
Kelly Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and held it in 11 quarters.
Kelly Financial Services's Schwab U.S Small- Cap ETF position peaked at $3K in Q2 2021.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.