Landsberg Bennett & Dubbaneh’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$419K	Buy	+16,460	New	+$418K	0.05%	184

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Landsberg Bennett & Dubbaneh's SCHA Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2021: 16,460 shares worth $419K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

838 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

Landsberg Bennett & Dubbaneh held 16,460 shares of Schwab U.S Small- Cap ETF worth $419K as of Q3 2021.
Schwab U.S Small- Cap ETF was a new Landsberg Bennett & Dubbaneh position in Q3 2021.
Schwab U.S Small- Cap ETF made up 0.05% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #184 holding.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.