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Kopion Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kopion Asset 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
2021
Q1 		– Sell
-240
Closed -$5K – 21
2020
Q4 		$5K Buy
+240
New +$4.78K ﹤0.01% 22

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kopion Asset Management's SCHA Position: Q1 2021 in Review

Kopion Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2021, closing a stake of 240 shares — an estimated $5K sold.

Kopion Asset Management first reported a position in SCHA in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

  • Kopion Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Kopion Asset Management sold 240 Schwab U.S Small- Cap ETF shares in Q1 2021, an estimated $5K.
  • Kopion Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 1 quarter.
  • Kopion Asset Management's Schwab U.S Small- Cap ETF position peaked at $5K in Q4 2020.
  • 818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Kopion Asset Management's 13F filing for Q1 2021, filed 9 Apr 2021.