LFA
SCHA icon

LGT Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-962
Closed -$22.7K – 846
2023
Q4 		$22.7K Hold
962
– – 0.03% 327
2023
Q3 		$19.9K Buy
962
+4
+0.4% +$88 0.03% 341
2023
Q2 		$21K Buy
+958
New +$20K 0.02% 185

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LGT Financial Advisors's SCHA Position: Q1 2024 in Review

LGT Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 962 shares — an estimated $22.7K sold.

LGT Financial Advisors first reported a position in SCHA in Q2 2023 and held it in 3 quarters. The position peaked at $22.7K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • LGT Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 962 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $22.7K.
  • LGT Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $22.7K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.