Rainsberger Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rainsberger Wealth 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
2023 Q4	$1.87M	Sell	79,240 -5,386	-6%	-$114K	1.02%	31
2023 Q3	$1.75M	Buy	84,626 +770	+0.9%	+$16.9K	1.08%	27
2023 Q2	$1.84M	Sell	83,856 -1,230	-1%	-$25.6K	1.11%	26
2023 Q1	$1.78M	Buy	85,086 +236	+0.3%	+$5.07K	1.06%	30
2022 Q4	$1.72M	Sell	84,850 -576	-0.7%	-$11.8K	1.09%	26
2022 Q3	$1.61M	Buy	85,426 +1,732	+2%	+$36.2K	1.11%	25
2022 Q2	$1.63M	Sell	83,694 -2,352	-3%	-$50.3K	1.19%	24
2022 Q1	$2.04M	Buy	86,046 +634	+0.7%	+$15K	1.3%	22
2021 Q4	$2.19M	Buy	+85,412	New	+$2.21M	1.28%	23

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rainsberger Wealth Advisors's SCHA Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.4% in Q4 2023, selling an estimated $114K and leaving 79,240 shares worth $1.87M. The position accounts for 1.02% of the portfolio, ranked #31.

Rainsberger Wealth Advisors first reported a position in SCHA in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.19M in Q4 2021. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

Rainsberger Wealth Advisors held 79,240 shares of Schwab U.S Small- Cap ETF worth $1.87M as of Q4 2023.
Rainsberger Wealth Advisors sold 5,386 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $114K.
Schwab U.S Small- Cap ETF made up 1.02% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #31 holding.
Rainsberger Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $2.19M in Q4 2021.
1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.