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Pachira Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pachira Investments’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
2024
Q1 		– Sell
-18,446
Closed -$436K – 46
2023
Q4 		$436K Buy
+18,446
New +$389K 0.38% 32

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pachira Investments's SCHA Position: Q1 2024 in Review

Pachira Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 18,446 shares — an estimated $436K sold.

Pachira Investments first reported a position in SCHA in Q4 2023 and held it in 1 quarter. The position peaked at $436K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Pachira Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Pachira Investments sold 18,446 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $436K.
  • Pachira Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 1 quarter.
  • Pachira Investments's Schwab U.S Small- Cap ETF position peaked at $436K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Pachira Investments's 13F filing for Q1 2024, filed 19 Apr 2024.