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RE Dickinson Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$619K Buy
23,944
+4,190
+21% +$111K 0.35% 27
2024
Q3 		$509K Buy
19,754
+5,502
+39% +$137K 0.29% 30
2024
Q2 		$338K Buy
14,252
+1,710
+14% +$40.5K 0.21% 35
2024
Q1 		$309K Sell
12,542
-3,660
-23% -$85.7K 0.19% 36
2023
Q4 		$383K Sell
16,202
-270
-2% -$5.69K 0.25% 29
2023
Q3 		$341K Sell
16,472
-1,474
-8% -$32.3K 0.24% 32
2023
Q2 		$393K Sell
17,946
-422
-2% -$8.8K 0.14% 64
2023
Q1 		$385K Sell
18,368
-48,432
-73% -$1.04M 0.13% 69
2022
Q4 		$1.35M Sell
66,800
-9,206
-12% -$189K 0.56% 41
2022
Q3 		$1.44M Sell
76,006
-12,508
-14% -$262K 1.19% 19
2022
Q2 		$1.73M Sell
88,514
-10,502
-11% -$225K 0.24% 19
2022
Q1 		$2.35M Sell
99,016
-30,296
-23% -$715K 1.58% 16
2021
Q4 		$3.31M Buy
+129,312
New +$3.35M 2.51% 14

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHA Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q4 2024, buying an estimated $111K and bringing the position to 23,944 shares worth $619K. The position accounts for 0.35% of the portfolio, ranked #27.

RE Dickinson Investment Advisors first reported a position in SCHA in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.31M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • RE Dickinson Investment Advisors held 23,944 shares of Schwab U.S Small- Cap ETF worth $619K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 4,190 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $111K.
  • Schwab U.S Small- Cap ETF made up 0.35% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #27 holding.
  • RE Dickinson Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $3.31M in Q4 2021.
  • 1,169 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.