McCutchen Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McCutchen Group’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	-8,912	Closed	-$211K	–	25
2022 Q1	$211K	Hold	8,912	–	–	0.04%	24
2021 Q4	$228K	Hold	8,912	–	–	0.04%	24
2021 Q3	$223K	Hold	8,912	–	–	0.04%	24
2021 Q2	$232K	Hold	8,912	–	–	0.04%	24
2021 Q1	$222K	Buy	+8,912	New	+$219K	0.04%	24

Other funds holding SCHA

CSIA

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

McCutchen Group's SCHA Position: Q2 2022 in Review

McCutchen Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 8,912 shares — an estimated $211K sold.

McCutchen Group first reported a position in SCHA in Q1 2021 and held it in 5 quarters. The position peaked at $232K in Q2 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

McCutchen Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
McCutchen Group sold 8,912 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $211K.
McCutchen Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 5 quarters.
McCutchen Group's Schwab U.S Small- Cap ETF position peaked at $232K in Q2 2021.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on McCutchen Group's 13F filing for Q2 2022, filed 4 Aug 2022.