Lehman & Derafelo Financial Resources’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lehman & Derafelo Financial Resources’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 Q2	–	Sell	-44	Closed	-$1K	–	229
2021 Q1	$1K	Hold	44	–	–	﹤0.01%	225
2020 Q4	$1K	Hold	44	–	–	﹤0.01%	225
2020 Q3	$1K	Hold	44	–	–	﹤0.01%	267
2020 Q2	$1K	Hold	44	–	–	﹤0.01%	253
2020 Q1	$1K	Hold	44	–	–	﹤0.01%	194
2019 Q4	$1K	Hold	44	–	–	﹤0.01%	199
2019 Q3	$1K	Hold	44	–	–	﹤0.01%	191
2019 Q2	$1K	Sell	44 -8	-15%	-$141	﹤0.01%	182
2019 Q1	$1K	Hold	52	–	–	﹤0.01%	186
2018 Q4	$1K	Buy	+52	New	+$879	﹤0.01%	175

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 $374B AUM 17.66% 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

Lehman & Derafelo Financial Resources's SCHA Position: Q2 2021 in Review

Lehman & Derafelo Financial Resources sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 44 shares — an estimated $1K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHA in Q4 2018 and held it in 10 quarters. The position peaked at $1K in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

Lehman & Derafelo Financial Resources reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 44 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $1K.
Lehman & Derafelo Financial Resources first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Schwab U.S Small- Cap ETF position peaked at $1K in Q1 2021.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2021, filed 19 Jul 2021.