RFA
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Reilly Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Reilly Financial 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
2021
Q4 		$92K Buy
3,580
+136
+4% +$3.52K 0.01% 302
2021
Q3 		$86K Buy
3,444
+532
+18% +$13.5K 0.01% 293
2021
Q2 		$76K Sell
2,912
-96
-3% -$2.45K 0.01% 312
2021
Q1 		$75K Buy
3,008
+336
+13% +$8.26K 0.01% 300
2020
Q4 		$59K Hold
2,672
– – 0.01% 314
2020
Q3 		$46K Sell
2,672
-4,296
-62% -$74K ﹤0.01% 315
2020
Q2 		$114K Sell
6,968
-344
-5% -$5.15K 0.01% 211
2020
Q1 		$94K Sell
7,312
-1,512
-17% -$25.7K 0.01% 227
2019
Q4 		$167K Sell
8,824
-1,060
-11% -$19.2K 0.02% 196
2019
Q3 		$172K Buy
9,884
+3,624
+58% +$64K 0.02% 200
2019
Q2 		$112K Sell
6,260
-12,052
-66% -$213K 0.01% 234
2019
Q1 		$320K Buy
18,312
+1,772
+11% +$30.3K 0.04% 142
2018
Q4 		$251K Sell
16,540
-11,040
-40% -$187K 0.04% 154
2018
Q3 		$525K Buy
27,580
+24,024
+676% +$458K 0.07% 127
2018
Q2 		$65K Hold
3,556
– – 0.01% 272
2018
Q1 		$61K Hold
3,556
– – 0.01% 276
2017
Q4 		$62K Hold
3,556
– – 0.01% 293
2017
Q3 		$60K Sell
3,556
-84
-2% -$1.35K 0.01% 281
2017
Q2 		$58K Hold
3,640
– – 0.01% 287
2017
Q1 		$57K Buy
3,640
+2,680
+279% +$42K 0.01% 273
2016
Q4 		$15K Buy
+960
New +$14.1K ﹤0.01% 500
2016
Q3 		– Sell
-948
Closed -$13K – 879
2016
Q2 		$13K Buy
+948
New +$12.6K ﹤0.01% 459
2015
Q2 		– Sell
-3,000
Closed -$43K – 1414
2015
Q1 		$43K Buy
+3,000
New +$41.9K 0.01% 453

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's SCHA Position: Q4 2021 in Review

Reilly Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.9% in Q4 2021, buying an estimated $3.52K and bringing the position to 3,580 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #302.

Reilly Financial Advisors first reported a position in SCHA in Q1 2015 and has held it in 23 quarters since. The position peaked at $525K in Q3 2018. 951 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

  • Reilly Financial Advisors held 3,580 shares of Schwab U.S Small- Cap ETF worth $92K as of Q4 2021.
  • Reilly Financial Advisors bought 136 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $3.52K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #302 holding.
  • Reilly Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 23 quarters since.
  • Reilly Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $525K in Q3 2018.
  • 951 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.