One Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

One Wealth 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 Q1	–	Sell	-3,584	Closed	-$72.6K	–	517
2022 Q4	$72.6K	Buy	+3,584	New	+$73.4K	0.02%	342
2022 Q2	–	Sell	-152,130	Closed	-$3.6M	–	207
2022 Q1	$3.6M	Sell	152,130 -30,722	-17%	-$725K	0.88%	27
2021 Q4	$4.68M	Buy	182,852 +32,520	+22%	+$841K	1.19%	24
2021 Q3	$3.76M	Buy	150,332 +31,452	+26%	+$799K	1.1%	21
2021 Q2	$3.1M	Buy	118,880 +43,568	+58%	+$1.11M	0.98%	20
2021 Q1	$1.88M	Buy	+75,312	New	+$1.85M	0.72%	21
2018 Q1	–	Sell	-2,404	Closed	-$42K	–	570
2017 Q4	$42K	Buy	+2,404	New	+$41.2K	0.03%	286

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 $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

One Wealth Advisors's SCHA Position: Q1 2023 in Review

One Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 3,584 shares — an estimated $72.6K sold.

One Wealth Advisors first reported a position in SCHA in Q4 2017 and held it in 7 quarters. The position peaked at $4.68M in Q4 2021. 932 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

One Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,584 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $72.6K.
One Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 7 quarters.
One Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $4.68M in Q4 2021.
932 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.