M&T Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

M&T Bank’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
2021 Q4	–	Sell	-11,472	Closed	-$287K	–	1614
2021 Q3	$287K	Hold	11,472	–	–	﹤0.01%	1255
2021 Q2	$299K	Hold	11,472	–	–	﹤0.01%	1264
2021 Q1	$286K	Sell	11,472 -7,664	-40%	-$188K	﹤0.01%	1254
2020 Q4	$426K	Buy	+19,136	New	+$381K	﹤0.01%	1144

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

M&T Bank's SCHA Position: Q4 2021 in Review

M&T Bank sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 11,472 shares — an estimated $287K sold.

M&T Bank first reported a position in SCHA in Q4 2020 and held it in 4 quarters. The position peaked at $426K in Q4 2020. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

M&T Bank reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
M&T Bank sold 11,472 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $287K.
M&T Bank first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 4 quarters.
M&T Bank's Schwab U.S Small- Cap ETF position peaked at $426K in Q4 2020.
950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on M&T Bank's 13F filing for Q4 2021, filed 7 Feb 2022.