Pineno Levin & Ford Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pineno Levin & Ford Asset Management’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	$310K	Buy	12,112 +704	+6%	+$18.2K	0.09%	104
2021 Q3	$286K	Buy	11,408 +320	+3%	+$8.13K	0.09%	99
2021 Q2	$289K	Buy	+11,088	New	+$283K	0.09%	96

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

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

Pineno Levin & Ford Asset Management's SCHA Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.2% in Q4 2021, buying an estimated $18.2K and bringing the position to 12,112 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #104.

Pineno Levin & Ford Asset Management first reported a position in SCHA in Q2 2021 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

Pineno Levin & Ford Asset Management held 12,112 shares of Schwab U.S Small- Cap ETF worth $310K as of Q4 2021.
Pineno Levin & Ford Asset Management bought 704 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $18.2K.
Schwab U.S Small- Cap ETF made up 0.09% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #104 holding.
Pineno Levin & Ford Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 3 quarters since.
950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.