Lenox Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lenox Wealth 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
2022 Q1	$134K	Sell	5,876 -1,236	-17%	-$29.2K	0.02%	140
2021 Q4	$182K	Buy	7,112 +852	+14%	+$22K	0.02%	121
2021 Q3	$157K	Buy	6,260 +384	+7%	+$9.75K	0.02%	123
2021 Q2	$153K	Sell	5,876 -360	-6%	-$9.2K	0.02%	124
2021 Q1	$155K	Buy	6,236 +5,040	+421%	+$124K	0.02%	101
2020 Q4	$27K	Hold	1,196	–	–	﹤0.01%	267
2020 Q3	$20K	Sell	1,196 -588	-33%	-$10.1K	﹤0.01%	287
2020 Q2	$29K	Buy	1,784 +1,772	+14,767%	+$26.5K	﹤0.01%	238
2020 Q1	$0	Hold	12	–	–	﹤0.01%	909
2019 Q4	$0	Hold	12	–	–	﹤0.01%	804
2019 Q3	$0	Buy	+12	New	+$212	﹤0.01%	636

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lenox Wealth Advisors's SCHA Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q1 2022, selling an estimated $29.2K and leaving 5,876 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #140.

Lenox Wealth Advisors first reported a position in SCHA in Q3 2019 and has held it in 11 quarters since. The position peaked at $182K in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Lenox Wealth Advisors held 5,876 shares of Schwab U.S Small- Cap ETF worth $134K as of Q1 2022.
Lenox Wealth Advisors sold 1,236 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $29.2K.
Schwab U.S Small- Cap ETF made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #140 holding.
Lenox Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $182K in Q4 2021.
940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.