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Pin Oak Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pin Oak Investment 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
Q2 		– Sell
-1,100
Closed -$27K – 484
2024
Q1 		$27K Hold
1,100
– – 0.03% 237
2023
Q4 		$26K Hold
1,100
– – 0.03% 235
2023
Q3 		$23K Hold
1,100
– – 0.03% 237
2023
Q2 		$24K Hold
1,100
– – 0.03% 231
2023
Q1 		$23K Hold
1,100
– – 0.03% 224
2022
Q4 		$22K Hold
1,100
– – 0.03% 215
2022
Q3 		$21K Hold
1,100
– – 0.03% 213
2022
Q2 		$21K Hold
1,100
– – 0.03% 236
2022
Q1 		$26K Sell
1,100
-92
-8% -$2.17K 0.03% 226
2021
Q4 		$31K Hold
1,192
– – 0.03% 214
2021
Q3 		$30K Buy
1,192
+28
+2% +$711 0.03% 215
2021
Q2 		$30K Hold
1,164
– – 0.03% 206
2021
Q1 		$29K Hold
1,164
– – 0.02% 213
2020
Q4 		$26K Hold
1,164
– – 0.02% 237
2020
Q3 		$20K Buy
1,164
+64
+6% +$1.1K 0.02% 235
2020
Q2 		$18K Hold
1,100
– – 0.02% 236
2020
Q1 		$14K Sell
1,100
-3,440
-76% -$58.5K 0.01% 259
2019
Q4 		$86K Hold
4,540
– – 0.07% 149
2019
Q3 		$79K Hold
4,540
– – 0.06% 160
2019
Q2 		$81K Buy
4,540
+3,440
+313% +$60.8K 0.06% 166
2019
Q1 		$19K Hold
1,100
– – 0.02% 260
2018
Q4 		$17K Hold
1,100
– – 0.02% 265
2018
Q3 		$21K Buy
+1,100
New +$21K 0.02% 255

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pin Oak Investment Advisors's SCHA Position: Q2 2024 in Review

Pin Oak Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 1,100 shares — an estimated $27K sold.

Pin Oak Investment Advisors first reported a position in SCHA in Q3 2018 and held it in 23 quarters. The position peaked at $86K in Q4 2019. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Pin Oak Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 1,100 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $27K.
  • Pin Oak Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 23 quarters.
  • Pin Oak Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $86K in Q4 2019.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.