Legacy Wealth Management (Mississippi)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020 Q4	–	Sell	-36,000	Closed	-$615K	–	96
2020 Q3	$615K	Hold	36,000	–	–	0.42%	61
2020 Q2	$588K	Hold	36,000	–	–	0.45%	62
2020 Q1	$464K	Sell	36,000 -280	-0.8%	-$4.76K	0.43%	65
2019 Q4	$686K	Buy	+36,280	New	+$656K	0.6%	50

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi)'s SCHA Position: Q4 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2020, closing a stake of 36,000 shares — an estimated $615K sold.

Legacy Wealth Management (Mississippi) first reported a position in SCHA in Q4 2019 and held it in 4 quarters. The position peaked at $686K in Q4 2019. 748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

Legacy Wealth Management (Mississippi) reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2020 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 36,000 Schwab U.S Small- Cap ETF shares in Q4 2020, an estimated $615K.
Legacy Wealth Management (Mississippi) first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 4 quarters.
Legacy Wealth Management (Mississippi)'s Schwab U.S Small- Cap ETF position peaked at $686K in Q4 2019.
748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2020, filed 12 Dec 2024.