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Pillar Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pillar Wealth Advisors’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
Q3 		– Sell
-46,912
Closed -$1.11M – 51
2024
Q2 		$1.11M Sell
46,912
-3,770
-7% -$89.4K 1.34% 19
2024
Q1 		$1.25M Sell
50,682
-4,934
-9% -$116K 0.94% 26
2023
Q4 		$1.31M Sell
55,616
-7,034
-11% -$148K 1.01% 23
2023
Q3 		$1.3M Sell
62,650
-1,838
-3% -$40.3K 1.12% 22
2023
Q2 		$1.41M Sell
64,488
-2,044
-3% -$42.6K 1.18% 19
2023
Q1 		$1.39M Sell
66,532
-230
-0.3% -$4.94K 1.39% 15
2022
Q4 		$1.35M Sell
66,762
-3,622
-5% -$74.2K 1.3% 15
2022
Q3 		$1.33M Buy
70,384
+1,212
+2% +$25.3K 1.33% 18
2022
Q2 		$1.35M Buy
69,172
+448
+0.7% +$9.58K 1.37% 16
2022
Q1 		$1.63M Sell
68,724
-1,824
-3% -$43.1K 1.57% 15
2021
Q4 		$1.81M Buy
+70,548
New +$1.83M 1.72% 15

Other funds holding SCHA

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pillar Wealth Advisors's SCHA Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 46,912 shares — an estimated $1.11M sold.

Pillar Wealth Advisors first reported a position in SCHA in Q4 2021 and held it in 11 quarters. The position peaked at $1.81M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Pillar Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 46,912 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $1.11M.
  • Pillar Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 11 quarters.
  • Pillar Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.81M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.