MV Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MV Capital 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 Q3	–	Sell	-500	Closed	-$13K	–	729
2021 Q2	$13K	Buy	+500	New	+$12.8K	﹤0.01%	329

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

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

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

MV Capital Management's SCHA Position: Q3 2021 in Review

MV Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 500 shares — an estimated $13K sold.

MV Capital Management first reported a position in SCHA in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

MV Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
MV Capital Management sold 500 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $13K.
MV Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 1 quarter.
MV Capital Management's Schwab U.S Small- Cap ETF position peaked at $13K in Q2 2021.
837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on MV Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.