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

Nauset Wealth 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
2022 Q1	$38K	Buy	+1,584	New	+$37.4K	0.03%	137

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 $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Nauset Wealth Management's SCHA Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2022: 1,584 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings.

941 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Nauset Wealth Management held 1,584 shares of Schwab U.S Small- Cap ETF worth $38K as of Q1 2022.
Schwab U.S Small- Cap ETF was a new Nauset Wealth Management position in Q1 2022.
Schwab U.S Small- Cap ETF made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #137 holding.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.