People's United Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

People's United Financial’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
2022 Q1	–	Sell	-7,836	Closed	-$201K	–	677
2021 Q4	$201K	Buy	+7,836	New	+$203K	﹤0.01%	660
2018 Q1	–	Sell	-40,056	Closed	-$698K	–	748
2017 Q4	$698K	Sell	40,056 -1,436	-3%	-$24.6K	0.02%	462
2017 Q3	$699K	Sell	41,492 -1,868	-4%	-$30K	0.02%	406
2017 Q2	$692K	Buy	43,360 +14,800	+52%	+$234K	0.02%	429
2017 Q1	$450K	Buy	28,560 +15,292	+115%	+$239K	0.02%	482
2016 Q4	$204K	Buy	13,268 +5,928	+81%	+$87.2K	0.01%	574
2016 Q3	$106K	Sell	7,340 -156	-2%	-$2.21K	0.01%	473
2016 Q2	$101K	Buy	+7,496	New	+$99.5K	0.01%	475

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 $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

People's United Financial's SCHA Position: Q1 2022 in Review

People's United Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 7,836 shares — an estimated $201K sold.

People's United Financial first reported a position in SCHA in Q2 2016 and held it in 8 quarters. The position peaked at $699K in Q3 2017. 941 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

People's United Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
People's United Financial sold 7,836 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $201K.
People's United Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and held it in 8 quarters.
People's United Financial's Schwab U.S Small- Cap ETF position peaked at $699K in Q3 2017.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.