Mirsky Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mirsky Financial 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
2021 Q4	$806K	Buy	+31,500	New	+$815K	0.33%	30

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

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

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

Mirsky Financial Management's SCHA Position: Q4 2021 in Review

Mirsky Financial Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2021: 31,500 shares worth $806K. The stake represents 0.33% of the portfolio and ranks #30 among its holdings.

950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

Mirsky Financial Management held 31,500 shares of Schwab U.S Small- Cap ETF worth $806K as of Q4 2021.
Schwab U.S Small- Cap ETF was a new Mirsky Financial Management position in Q4 2021.
Schwab U.S Small- Cap ETF made up 0.33% of Mirsky Financial Management's portfolio in Q4 2021, its #30 holding.
950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.