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Leading Edge Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Leading Edge Financial Planning’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
2023
Q3 		– Sell
-9,206
Closed -$202K – 71
2023
Q2 		$202K Sell
9,206
-1,704
-16% -$35.5K 0.13% 67
2023
Q1 		$229K Sell
10,910
-28
-0.3% -$602 0.17% 62
2022
Q4 		$222K Buy
+10,938
New +$224K 0.19% 61

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Leading Edge Financial Planning's SCHA Position: Q3 2023 in Review

Leading Edge Financial Planning sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 9,206 shares — an estimated $202K sold.

Leading Edge Financial Planning first reported a position in SCHA in Q4 2022 and held it in 3 quarters. The position peaked at $229K in Q1 2023. 941 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

  • Leading Edge Financial Planning reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 9,206 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $202K.
  • Leading Edge Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 3 quarters.
  • Leading Edge Financial Planning's Schwab U.S Small- Cap ETF position peaked at $229K in Q1 2023.
  • 941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on Leading Edge Financial Planning's 13F filing for Q3 2023, filed 25 Oct 2023.