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New England Capital Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

New England Capital Financial 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
Q2 		– Sell
-2,996
Closed -$62.8K – 428
2023
Q1 		$62.8K Hold
2,996
– – 0.04% 100
2022
Q4 		$64.6K Buy
+2,996
New +$61.4K 0.05% 100

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

New England Capital Financial Advisors's SCHA Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 2,996 shares — an estimated $62.8K sold.

New England Capital Financial Advisors first reported a position in SCHA in Q4 2022 and held it in 2 quarters. The position peaked at $64.6K in Q4 2022. 958 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 2,996 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $62.8K.
  • New England Capital Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $64.6K in Q4 2022.
  • 958 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.