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

Reby 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
2020 Q4	$14.6M	Buy	+658,352	New	+$13.1M	3.84%	7

Other funds holding SCHA

CSIA

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

PCA

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Reby Advisors's SCHA Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2020: 658,352 shares worth $14.6M. The stake represents 3.84% of the portfolio and ranks #7 among its holdings.

748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

Reby Advisors held 658,352 shares of Schwab U.S Small- Cap ETF worth $14.6M as of Q4 2020.
Schwab U.S Small- Cap ETF was a new Reby Advisors position in Q4 2020.
Schwab U.S Small- Cap ETF made up 3.84% of Reby Advisors's portfolio in Q4 2020, its #7 holding.
748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.