MLA
SCHA icon

MB, Levis & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MB, Levis & 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
2024
Q1 		– Sell
-150
Closed -$3.54K – 287
2023
Q4 		$3.54K Buy
+150
New +$3.16K ﹤0.01% 226

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

MB, Levis & Associates's SCHA Position: Q1 2024 in Review

MB, Levis & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 150 shares — an estimated $3.54K sold.

MB, Levis & Associates first reported a position in SCHA in Q4 2023 and held it in 1 quarter. The position peaked at $3.54K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • MB, Levis & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • MB, Levis & Associates sold 150 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $3.54K.
  • MB, Levis & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 1 quarter.
  • MB, Levis & Associates's Schwab U.S Small- Cap ETF position peaked at $3.54K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on MB, Levis & Associates's 13F filing for Q1 2024, filed 7 May 2025.