National Wealth Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

National Wealth Management Group’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	-10,512	Closed	-$218K	–	154
2023 Q3	$218K	Sell	10,512 -38	-0.4%	-$834	0.24%	116
2023 Q2	$237K	Sell	10,550 -12	-0.1%	-$250	0.25%	113
2023 Q1	$213K	Sell	10,562 -50	-0.5%	-$1.07K	0.24%	123
2022 Q4	$215K	Buy	+10,612	New	+$217K	0.26%	122
2022 Q3	–	Sell	-11,418	Closed	-$223K	–	150
2022 Q2	$223K	Buy	+11,418	New	+$244K	0.28%	97

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

National Wealth Management Group's SCHA Position: Q4 2023 in Review

National Wealth Management Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 10,512 shares — an estimated $218K sold.

National Wealth Management Group first reported a position in SCHA in Q2 2022 and held it in 5 quarters. The position peaked at $237K in Q2 2023. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

National Wealth Management Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
National Wealth Management Group sold 10,512 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $218K.
National Wealth Management Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 5 quarters.
National Wealth Management Group's Schwab U.S Small- Cap ETF position peaked at $237K in Q2 2023.
1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.