LW
SCHA icon

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

Linscomb Wealth’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 		– Sell
-7,900
Closed -$202K – 358
2021
Q4 		$202K Buy
+7,900
New +$204K 0.01% 332
2021
Q3 		– Sell
-7,900
Closed -$206K – 349
2021
Q2 		$206K Buy
+7,900
New +$202K 0.01% 319

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Linscomb Wealth's SCHA Position: Q1 2022 in Review

Linscomb Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 7,900 shares — an estimated $202K sold.

Linscomb Wealth first reported a position in SCHA in Q2 2021 and held it in 2 quarters. The position peaked at $206K in Q2 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

  • Linscomb Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Linscomb Wealth sold 7,900 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $202K.
  • Linscomb Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 2 quarters.
  • Linscomb Wealth's Schwab U.S Small- Cap ETF position peaked at $206K in Q2 2021.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Linscomb Wealth's 13F filing for Q1 2022, filed 17 May 2022.