NAG
SCHA icon

Northstar Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Northstar Advisory 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
2021
Q4 		– Sell
-87,708
Closed -$2.19M – 122
2021
Q3 		$2.19M Buy
+87,708
New +$2.23M 2.15% 16

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northstar Advisory Group's SCHA Position: Q4 2021 in Review

Northstar Advisory Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 87,708 shares — an estimated $2.19M sold.

Northstar Advisory Group first reported a position in SCHA in Q3 2021 and held it in 1 quarter. The position peaked at $2.19M in Q3 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Northstar Advisory Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 87,708 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $2.19M.
  • Northstar Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and held it in 1 quarter.
  • Northstar Advisory Group's Schwab U.S Small- Cap ETF position peaked at $2.19M in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.