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

Realta 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 Q3	–	Sell	-3,916	Closed	-$92.9K	–	693
2024 Q2	$92.9K	Buy	3,916 +804	+26%	+$19.1K	0.02%	474
2024 Q1	$76.6K	Buy	+3,112	New	+$72.9K	0.02%	509
2023 Q4	–	Sell	-1,208	Closed	-$26.5K	–	725
2023 Q3	$26.5K	Hold	1,208	–	–	0.01%	585
2023 Q2	$26.5K	Buy	+1,208	New	+$25.2K	0.01%	627
2023 Q1	–	Sell	-970	Closed	-$19.6K	–	744
2022 Q4	$19.6K	Buy	+970	New	+$19.9K	﹤0.01%	646
2020 Q1	–	Sell	-3,740	Closed	-$69K	–	1184
2019 Q4	$69K	Buy	3,740 +4	+0.1%	+$72	0.02%	590
2019 Q3	$67K	Sell	3,736 -4,228	-53%	-$74.7K	0.02%	597
2019 Q2	$145K	Buy	7,964 +4,104	+106%	+$72.6K	0.04%	402
2019 Q1	$67K	Buy	+3,860	New	+$66K	0.03%	481

Other funds holding SCHA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's SCHA Position: Q3 2024 in Review

Realta Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 3,916 shares — an estimated $92.9K sold.

Realta Investment Advisors first reported a position in SCHA in Q1 2019 and held it in 9 quarters. The position peaked at $145K in Q2 2019. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Realta Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 3,916 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $92.9K.
Realta Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 9 quarters.
Realta Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $145K in Q2 2019.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.