Macroview Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-30	Closed	-$763	–	448
2024 Q3	$763	Hold	30	–	–	﹤0.01%	522
2024 Q2	$698	Hold	30	–	–	﹤0.01%	526
2024 Q1	$724	Hold	30	–	–	﹤0.01%	578
2023 Q4	$694	Sell	30 -90	-75%	-$1.9K	﹤0.01%	566
2023 Q3	$2.47K	Buy	120 +90	+300%	+$1.98K	﹤0.01%	542
2023 Q2	$637	Buy	30 +2	+7%	+$42	﹤0.01%	441
2023 Q1	$608	Hold	28	–	–	﹤0.01%	402
2022 Q4	$585	Hold	28	–	–	﹤0.01%	414
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	384
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	416
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	403
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	369
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	359
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	380
2021 Q1	$1K	Buy	28 +16	+133%	+$394	﹤0.01%	354
2020 Q4	$0	Hold	12	–	–	﹤0.01%	375
2020 Q3	$0	Hold	12	–	–	﹤0.01%	372
2020 Q2	$0	Hold	12	–	–	﹤0.01%	387
2020 Q1	$0	Hold	12	–	–	﹤0.01%	344
2019 Q4	$0	Hold	12	–	–	﹤0.01%	335
2019 Q3	$0	Hold	12	–	–	﹤0.01%	329
2019 Q2	$0	Hold	12	–	–	﹤0.01%	355
2019 Q1	$0	Hold	12	–	–	﹤0.01%	380
2018 Q4	$0	Hold	12	–	–	﹤0.01%	374
2018 Q3	$0	Buy	+12	New	+$229	﹤0.01%	349

Other funds holding SCHA

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Macroview Investment Management's SCHA Position: Q4 2024 in Review

Macroview Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 30 shares — an estimated $763 sold.

Macroview Investment Management first reported a position in SCHA in Q3 2018 and held it in 25 quarters. The position peaked at $2.47K in Q3 2023. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

Macroview Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 30 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $763.
Macroview Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 25 quarters.
Macroview Investment Management's Schwab U.S Small- Cap ETF position peaked at $2.47K in Q3 2023.
1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.