MinichMacGregor Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-284	Closed	-$5.75K	–	539
2022 Q4	$5.75K	Buy	+284	New	+$5.82K	﹤0.01%	472
2020 Q1	–	Sell	-49,200	Closed	-$930K	–	107
2019 Q4	$930K	Sell	49,200 -1,076	-2%	-$19.5K	0.52%	31
2019 Q3	$876K	Sell	50,276 -1,444	-3%	-$25.5K	0.59%	28
2019 Q2	$928K	Sell	51,720 -4,064	-7%	-$71.9K	0.65%	28
2019 Q1	$987K	Buy	+55,784	New	+$954K	0.74%	29
2018 Q4	–	Sell	-334,056	Closed	-$6.29M	–	432
2018 Q3	$6.29M	Buy	334,056 +226,012	+209%	+$4.31M	4.15%	9
2018 Q2	$2M	Buy	108,044 +107,296	+14,344%	+$1.94M	1.42%	20
2018 Q1	$12K	Hold	748	–	–	0.01%	285
2017 Q4	$13K	Hold	748	–	–	0.01%	266
2017 Q3	$12K	Hold	748	–	–	0.01%	255
2017 Q2	$11K	Sell	748 -64	-8%	-$1.01K	0.01%	261
2017 Q1	$12K	Sell	812 -2,664	-77%	-$41.7K	0.01%	249
2016 Q4	$53K	Hold	3,476	–	–	0.05%	101
2016 Q3	$50K	Hold	3,476	–	–	0.05%	115
2016 Q2	$46K	Sell	3,476 -400	-10%	-$5.31K	0.04%	111
2016 Q1	$50K	Sell	3,876 -1,508	-28%	-$18.3K	0.05%	107
2015 Q4	$77K	Buy	+5,384	New	+$71.9K	0.07%	76

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

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

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

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

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

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

MinichMacGregor Wealth Management's SCHA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 284 shares — an estimated $5.75K sold.

MinichMacGregor Wealth Management first reported a position in SCHA in Q4 2015 and held it in 17 quarters. The position peaked at $6.29M in Q3 2018. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 284 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $5.75K.
MinichMacGregor Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and held it in 17 quarters.
MinichMacGregor Wealth Management's Schwab U.S Small- Cap ETF position peaked at $6.29M in Q3 2018.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.