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MBA Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MBA Advisors’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
2022
Q2 		– Sell
-32,238
Closed -$763K – 149
2022
Q1 		$763K Buy
32,238
+7,890
+32% +$186K 0.47% 57
2021
Q4 		$623K Buy
+24,348
New +$630K 0.39% 68

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBA Advisors's SCHA Position: Q2 2022 in Review

MBA Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 32,238 shares — an estimated $763K sold.

MBA Advisors first reported a position in SCHA in Q4 2021 and held it in 2 quarters. The position peaked at $763K in Q1 2022. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • MBA Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • MBA Advisors sold 32,238 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $763K.
  • MBA Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 2 quarters.
  • MBA Advisors's Schwab U.S Small- Cap ETF position peaked at $763K in Q1 2022.
  • 881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on MBA Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.