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

Lumature Wealth Partners’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
Q2 		– Sell
-196
Closed -$5K – 433
2022
Q1 		$5K Hold
196
– – ﹤0.01% 378
2021
Q4 		$5K Sell
196
-128
-40% -$3.31K ﹤0.01% 369
2021
Q3 		$8K Hold
324
– – ﹤0.01% 348
2021
Q2 		$8K Buy
+324
New +$8.28K ﹤0.01% 306

Other funds holding SCHA

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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Lumature Wealth Partners's SCHA Position: Q2 2022 in Review

Lumature Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 196 shares — an estimated $5K sold.

Lumature Wealth Partners first reported a position in SCHA in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • Lumature Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 196 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $5K.
  • Lumature Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 4 quarters.
  • Lumature Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $8K in Q3 2021.
  • 881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.