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Meeder Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meeder Asset Management’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
Q2 		– Sell
-19,682
Closed -$485K – 975
2024
Q1 		$485K Buy
19,682
+572
+3% +$13.4K 0.03% 211
2023
Q4 		$451K Buy
19,110
+5,492
+40% +$116K 0.04% 188
2023
Q3 		$282K Sell
13,618
-110
-0.8% -$2.41K 0.02% 226
2023
Q2 		$301K Buy
13,728
+908
+7% +$18.9K 0.02% 231
2023
Q1 		$269K Buy
+12,820
New +$276K 0.02% 253
2022
Q4 		– Sell
-2,844
Closed -$54K – 1772
2022
Q3 		$54K Buy
2,844
+2,704
+1,931% +$56.6K ﹤0.01% 834
2022
Q2 		$3K Sell
140
-768
-85% -$16.4K ﹤0.01% 1825
2022
Q1 		$22K Sell
908
-356
-28% -$8.4K ﹤0.01% 1236
2021
Q4 		$32K Sell
1,264
-96
-7% -$2.48K ﹤0.01% 572
2021
Q3 		$34K Hold
1,360
– – ﹤0.01% 1218
2021
Q2 		$35K Buy
1,360
+448
+49% +$11.5K ﹤0.01% 1257
2021
Q1 		$23K Hold
912
– – ﹤0.01% 1365
2020
Q4 		$20K Buy
+912
New +$18.2K ﹤0.01% 796

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Meeder Asset Management's SCHA Position: Q2 2024 in Review

Meeder Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 19,682 shares — an estimated $485K sold.

Meeder Asset Management first reported a position in SCHA in Q4 2020 and held it in 13 quarters. The position peaked at $485K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Meeder Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Meeder Asset Management sold 19,682 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $485K.
  • Meeder Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 13 quarters.
  • Meeder Asset Management's Schwab U.S Small- Cap ETF position peaked at $485K in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Meeder Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.