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Kiely Wealth Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$14K Sell
524
-524
-50% -$13.9K 0.01% 180
2024
Q3 		$14.5K Buy
1,048
+524
+100% +$13K 0.01% 177
2024
Q2 		$12.6K Hold
524
– – 0.01% 170
2024
Q1 		$12.3K Hold
524
– – 0.01% 156
2023
Q4 		$12.2K Buy
+524
New +$11K 0.01% 153

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's SCHA Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 50% in Q4 2024, selling an estimated $13.9K and leaving 524 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #180.

Kiely Wealth Advisory Group first reported a position in SCHA in Q4 2023 and has held it in 5 quarters since. The position peaked at $14.5K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Kiely Wealth Advisory Group held 524 shares of Schwab U.S Small- Cap ETF worth $14K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 524 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $13.9K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #180 holding.
  • Kiely Wealth Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Schwab U.S Small- Cap ETF position peaked at $14.5K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.