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Lebenthal Global Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lebenthal Global Advisors’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
-1,320
Closed -$29K – 469
2020
Q4 		$29K Buy
+1,320
New +$26.3K 0.02% 339

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

Lebenthal Global Advisors's SCHA Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2021, closing a stake of 1,320 shares — an estimated $29K sold.

Lebenthal Global Advisors first reported a position in SCHA in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,320 Schwab U.S Small- Cap ETF shares in Q1 2021, an estimated $29K.
  • Lebenthal Global Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Schwab U.S Small- Cap ETF position peaked at $29K in Q4 2020.
  • 818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.