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PEAK6 Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

PEAK6 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
2021
Q4 		– Sell
-12,648
Closed -$317K – 5718
2021
Q3 		$317K Buy
12,648
+524
+4% +$13.3K ﹤0.01% 3620
2021
Q2 		$316K Buy
+12,124
New +$310K ﹤0.01% 3638

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

PEAK6 Investments's SCHA Position: Q4 2021 in Review

PEAK6 Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 12,648 shares — an estimated $317K sold.

PEAK6 Investments first reported a position in SCHA in Q2 2021 and held it in 2 quarters. The position peaked at $317K in Q3 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • PEAK6 Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • PEAK6 Investments sold 12,648 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $317K.
  • PEAK6 Investments first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 2 quarters.
  • PEAK6 Investments's Schwab U.S Small- Cap ETF position peaked at $317K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on PEAK6 Investments's 13F filing for Q4 2021, filed 11 Feb 2022.