OWA
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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 – 573
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return