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Piershale Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Piershale Financial Group’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
-684,164
Closed -$17.1M – 33
2021
Q3 		$17.1M Sell
684,164
-484,720
-41% -$12.3M 7.06% 4
2021
Q2 		$30.4M Buy
+1,168,884
New +$29.9M 11.99% 3
2019
Q1 		– Sell
-973,108
Closed -$14.8M – 28
2018
Q4 		$14.8M Sell
973,108
-2,734,236
-74% -$46.2M 8.96% 5
2018
Q3 		$70.6M Buy
+3,707,344
New +$70.7M 34.45% 1
2017
Q3 		– Sell
-1,415,404
Closed -$22.3M – 32
2017
Q2 		$22.3M Hold
1,415,404
– – 14.33% 1
2017
Q1 		$22.3M Buy
1,415,404
+205,352
+17% +$3.22M 14.33% 1
2016
Q4 		$18.6M Buy
1,210,052
+807,144
+200% +$11.9M 11.41% 1
2016
Q3 		$5.8M Buy
402,908
+105,112
+35% +$1.49M 4.41% 8
2016
Q2 		$4.02M Buy
+297,796
New +$3.95M 2.98% 9
2016
Q1 		– Sell
-36
Closed – – 191
2015
Q4 		$0 Sell
36
-1,112,244
-100% -$14.8M ﹤0.01% 212
2015
Q3 		$14.1M Buy
1,112,280
+213,772
+24% +$2.94M 10.75% 6
2015
Q2 		$12.9M Buy
898,508
+66,224
+8% +$960K 9.72% 5
2015
Q1 		$12M Buy
832,284
+829,168
+26,610% +$11.6M 9.5% 5
2014
Q4 		$43K Buy
+3,116
New +$41.4K 0.03% 46
2014
Q1 		– Sell
-286,620
Closed -$3.76M – 171
2013
Q4 		$3.76M Sell
286,620
-85,584
-23% -$1.08M 5.46% 3
2013
Q3 		$4.49M Sell
372,204
-25,644
-6% -$301K 4.07% 9
2013
Q2 		$4.38M Buy
+397,848
New +$4.31M 8.44% 2

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

Piershale Financial Group's SCHA Position: Q4 2021 in Review

Piershale Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 684,164 shares — an estimated $17.1M sold.

Piershale Financial Group first reported a position in SCHA in Q2 2013 and held it in 17 quarters. The position peaked at $70.6M in Q3 2018. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Piershale Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Piershale Financial Group sold 684,164 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $17.1M.
  • Piershale Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and held it in 17 quarters.
  • Piershale Financial Group's Schwab U.S Small- Cap ETF position peaked at $70.6M in Q3 2018.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Piershale Financial Group's 13F filing for Q4 2021, filed 21 Jan 2022.