Liberty Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Liberty Wealth Management’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
2023 Q2	–	Sell	-166,704	Closed	-$3.61M	–	222
2023 Q1	$3.61M	Buy	+166,704	New	+$3.58M	0.74%	35
2022 Q1	–	Sell	-5,592	Closed	-$156K	–	175
2021 Q4	$156K	Buy	5,592 +2,252	+67%	+$58.3K	6.79%	5
2021 Q3	$84K	Buy	+3,340	New	+$84.8K	0.03%	322
2020 Q3	–	Sell	-424	Closed	-$7K	–	939
2020 Q2	$7K	Buy	+424	New	+$6.35K	﹤0.01%	557
2020 Q1	–	Sell	-172	Closed	-$3K	–	977
2019 Q4	$3K	Sell	172 -1,372	-89%	-$24.8K	﹤0.01%	738
2019 Q3	$27K	Buy	+1,544	New	+$27.3K	0.03%	345

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Liberty Wealth Management's SCHA Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 166,704 shares — an estimated $3.61M sold.

Liberty Wealth Management first reported a position in SCHA in Q3 2019 and held it in 6 quarters. The position peaked at $3.61M in Q1 2023. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 166,704 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $3.61M.
Liberty Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and held it in 6 quarters.
Liberty Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3.61M in Q1 2023.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.