Professional Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Professional Financial 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
2022 Q2	–	Sell	-2,806	Closed	-$66K	–	500
2022 Q1	$66K	Buy	2,806 +1,198	+75%	+$28.3K	0.03%	126
2021 Q4	$41K	Hold	1,608	–	–	0.02%	187
2021 Q3	$40K	Buy	1,608 +4	+0.2%	+$102	0.02%	158
2021 Q2	$42K	Buy	1,604 +1,536	+2,259%	+$39.3K	0.02%	155
2021 Q1	$2K	Buy	+68	New	+$1.67K	﹤0.01%	337

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Professional Financial Advisors's SCHA Position: Q2 2022 in Review

Professional Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 2,806 shares — an estimated $66K sold.

Professional Financial Advisors first reported a position in SCHA in Q1 2021 and held it in 5 quarters. The position peaked at $66K in Q1 2022. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Professional Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Professional Financial Advisors sold 2,806 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $66K.
Professional Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 5 quarters.
Professional Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $66K in Q1 2022.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Professional Financial Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.