RBC Europe’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

RBC Europe’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	$26K	Hold	1,340	–	–	﹤0.01%	395
2022 Q1	$32K	Hold	1,340	–	–	﹤0.01%	404
2021 Q4	$34K	Buy	1,340 +792	+145%	+$20.5K	﹤0.01%	399
2021 Q3	$13.7K	Hold	548	–	–	﹤0.01%	872
2021 Q2	$14.3K	Buy	548 +284	+108%	+$7.26K	﹤0.01%	891
2021 Q1	$6.58K	Buy	+264	New	+$6.49K	﹤0.01%	972

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 $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBC Europe's SCHA Position: Q2 2022 in Review

RBC Europe held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2022 at 1,340 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

RBC Europe first reported a position in SCHA in Q1 2021 and has held it in 6 quarters since. The position peaked at $34K in Q4 2021. 883 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

RBC Europe held 1,340 shares of Schwab U.S Small- Cap ETF worth $26K as of Q2 2022.
RBC Europe left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2022.
Schwab U.S Small- Cap ETF made up ﹤0.01% of RBC Europe's portfolio in Q2 2022, its #395 holding.
RBC Europe first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 6 quarters since.
RBC Europe's Schwab U.S Small- Cap ETF position peaked at $34K in Q4 2021.
883 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on RBC Europe's 13F filing for Q2 2022, filed 14 Nov 2022.