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Lee, Danner & Bass’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-2,471
Closed -$63.9K – 613
2024
Q4 		$63.9K Buy
+2,471
New +$65.7K 0.01% 324

Other funds holding SCHA

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lee, Danner & Bass's SCHA Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 2,471 shares — an estimated $63.9K sold.

Lee, Danner & Bass first reported a position in SCHA in Q4 2024 and held it in 1 quarter. The position peaked at $63.9K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 2,471 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $63.9K.
  • Lee, Danner & Bass first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab U.S Small- Cap ETF position peaked at $63.9K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.