MSA
SCHA icon

Marino Stram & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-106,128
Closed -$2.76M – 260
2021
Q2 		$2.76M Buy
+106,128
New +$2.71M 0.72% 38

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Marino Stram & Associates's SCHA Position: Q3 2021 in Review

Marino Stram & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 106,128 shares — an estimated $2.76M sold.

Marino Stram & Associates first reported a position in SCHA in Q2 2021 and held it in 1 quarter. The position peaked at $2.76M in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • Marino Stram & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 106,128 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $2.76M.
  • Marino Stram & Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Schwab U.S Small- Cap ETF position peaked at $2.76M in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.