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PRW Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

PRW Wealth 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
Q3 		– Sell
-9,364
Closed -$244K – 252
2021
Q2 		$244K Buy
+9,364
New +$239K 0.07% 236
2019
Q2 		– Sell
-1,552
Closed -$27K – 560
2019
Q1 		$27K Hold
1,552
– – 0.03% 216
2018
Q4 		$24K Buy
+1,552
New +$26.2K 0.03% 220

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PRW Wealth Management's SCHA Position: Q3 2021 in Review

PRW Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 9,364 shares — an estimated $244K sold.

PRW Wealth Management first reported a position in SCHA in Q4 2018 and held it in 3 quarters. The position peaked at $244K in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • PRW Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 9,364 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $244K.
  • PRW Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Schwab U.S Small- Cap ETF position peaked at $244K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.