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My Legacy Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

My Legacy 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
Q3 		– Sell
-10,410
Closed -$236K – 218
2023
Q2 		$236K Sell
10,410
-13,960
-57% -$291K 0.09% 196
2023
Q1 		$503K Sell
24,370
-3,868
-14% -$83.1K 0.22% 146
2022
Q4 		$650K Sell
28,238
-12,694
-31% -$260K 0.28% 136
2022
Q3 		$783K Sell
40,932
-16,770
-29% -$351K 0.4% 81
2022
Q2 		$1.14M Sell
57,702
-30,700
-35% -$656K 0.57% 44
2022
Q1 		$2.09M Buy
+88,402
New +$2.09M 0.97% 19

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

My Legacy Advisors's SCHA Position: Q3 2023 in Review

My Legacy Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 10,410 shares — an estimated $236K sold.

My Legacy Advisors first reported a position in SCHA in Q1 2022 and held it in 6 quarters. The position peaked at $2.09M in Q1 2022. 941 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

  • My Legacy Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 10,410 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $236K.
  • My Legacy Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 6 quarters.
  • My Legacy Advisors's Schwab U.S Small- Cap ETF position peaked at $2.09M in Q1 2022.
  • 941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.