Peloton Wealth Strategists’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Peloton Wealth Strategists’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 Q1	–	Sell	-21,280	Closed	-$473K	–	89
2020 Q4	$473K	Hold	21,280	–	–	0.23%	66
2020 Q3	$363K	Sell	21,280 -2,396	-10%	-$41.2K	0.2%	67
2020 Q2	$387K	Sell	23,676 -512	-2%	-$7.67K	0.24%	63
2020 Q1	$312K	Buy	24,188 +9,724	+67%	+$165K	0.25%	66
2019 Q4	$274K	Hold	14,464	–	–	0.17%	66
2019 Q3	$252K	Buy	14,464 +584	+4%	+$10.3K	0.16%	66
2019 Q2	$248K	Buy	13,880 +1,364	+11%	+$24.1K	0.17%	64
2019 Q1	$219K	Buy	+12,516	New	+$214K	0.15%	61

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Peloton Wealth Strategists's SCHA Position: Q1 2021 in Review

Peloton Wealth Strategists sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2021, closing a stake of 21,280 shares — an estimated $473K sold.

Peloton Wealth Strategists first reported a position in SCHA in Q1 2019 and held it in 8 quarters. The position peaked at $473K in Q4 2020. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

Peloton Wealth Strategists reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2021 after selling out during the quarter.
Peloton Wealth Strategists sold 21,280 Schwab U.S Small- Cap ETF shares in Q1 2021, an estimated $473K.
Peloton Wealth Strategists first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 8 quarters.
Peloton Wealth Strategists's Schwab U.S Small- Cap ETF position peaked at $473K in Q4 2020.
818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Peloton Wealth Strategists's 13F filing for Q1 2021, filed 23 Jun 2021.