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Quest Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quest Capital 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 		$2.34M Buy
91,252
+82,072
+894% +$2.12M 0.4% 36
2021
Q3 		$230K Buy
+9,180
New +$233K 0.05% 263

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

Quest Capital Management's SCHA Position: Q4 2021 in Review

Quest Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 894% in Q4 2021, buying an estimated $2.12M and bringing the position to 91,252 shares worth $2.34M. The position accounts for 0.4% of the portfolio, ranked #36.

Quest Capital Management first reported a position in SCHA in Q3 2021 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Quest Capital Management held 91,252 shares of Schwab U.S Small- Cap ETF worth $2.34M as of Q4 2021.
  • Quest Capital Management bought 82,072 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $2.12M.
  • Schwab U.S Small- Cap ETF made up 0.4% of Quest Capital Management's portfolio in Q4 2021, its #36 holding.
  • Quest Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 2 quarters since.
  • 950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.