Moss Adams Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Moss Adams Wealth 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
2023 Q4	–	Sell	-216	Closed	-$4.49K	–	157
2023 Q3	$4.49K	Buy	+216	New	+$4.74K	﹤0.01%	151
2023 Q1	–	Sell	-44	Closed	-$892	–	202
2022 Q4	$892	Buy	+44	New	+$902	﹤0.01%	172

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Moss Adams Wealth Advisors's SCHA Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 216 shares — an estimated $4.49K sold.

Moss Adams Wealth Advisors first reported a position in SCHA in Q4 2022 and held it in 2 quarters. The position peaked at $4.49K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 216 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $4.49K.
Moss Adams Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 2 quarters.
Moss Adams Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $4.49K in Q3 2023.
1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.