Matthew Hamilton Rosenberg’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Matthew Hamilton Rosenberg’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
2023 Q2	–	Sell	-972	Closed	-$20.4K	–	987
2023 Q1	$20.4K	Hold	972	–	–	0.01%	583
2022 Q4	$19.7K	Hold	972	–	–	0.01%	577
2022 Q3	$18K	Sell	972 -246	-20%	-$5.14K	0.01%	578
2022 Q2	$24K	Buy	1,218 +246	+25%	+$5.26K	0.01%	556
2022 Q1	$23K	Hold	972	–	–	0.01%	545
2021 Q4	$25K	Hold	972	–	–	0.01%	506
2021 Q3	$24K	Buy	+972	New	+$24.7K	0.01%	489
2020 Q2	–	Sell	-2,560	Closed	-$33K	–	551
2020 Q1	$33K	Buy	+2,560	New	+$43.5K	0.03%	315

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's SCHA Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 972 shares — an estimated $20.4K sold.

Matthew Hamilton Rosenberg first reported a position in SCHA in Q1 2020 and held it in 8 quarters. The position peaked at $33K in Q1 2020. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 972 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $20.4K.
Matthew Hamilton Rosenberg first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 8 quarters.
Matthew Hamilton Rosenberg's Schwab U.S Small- Cap ETF position peaked at $33K in Q1 2020.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.