National Bank of Canada
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National Bank of Canada’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

National Bank of Canada’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
2024
Q2 		– Sell
-848
Closed -$18.4K – 2817
2024
Q1 		$18.4K Hold
848
– – ﹤0.01% 2044
2023
Q4 		$18.4K Hold
848
– – ﹤0.01% 2035
2023
Q3 		$18.4K Hold
848
– – ﹤0.01% 2063
2023
Q2 		$18.7K Hold
848
– – ﹤0.01% 2023
2023
Q1 		$17.3K Hold
848
– – ﹤0.01% 2009
2022
Q4 		$17.9K Hold
848
– – ﹤0.01% 2032
2022
Q3 		$18K Buy
848
+424
+100% +$8.87K ﹤0.01% 2043
2022
Q2 		$22K Hold
424
– – ﹤0.01% 2055
2022
Q1 		$22K Sell
424
-424
-50% -$10K ﹤0.01% 2153
2021
Q4 		$22K Buy
+848
New +$21.9K ﹤0.01% 2145

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

National Bank of Canada's SCHA Position: Q2 2024 in Review

National Bank of Canada sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 848 shares — an estimated $18.4K sold.

National Bank of Canada first reported a position in SCHA in Q4 2021 and held it in 10 quarters. The position peaked at $22K in Q2 2022. 1,050 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • National Bank of Canada reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • National Bank of Canada sold 848 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $18.4K.
  • National Bank of Canada first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 10 quarters.
  • National Bank of Canada's Schwab U.S Small- Cap ETF position peaked at $22K in Q2 2022.
  • 1,050 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on National Bank of Canada's 13F filing for Q2 2024, filed 2 Aug 2024.