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

Reitz Capital 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
2023 Q4	–	Sell	-3,372	Closed	-$67.5K	–	41
2023 Q3	$67.5K	Buy	+3,372	New	+$74K	0.13%	36
2022 Q2	–	Sell	-28,366	Closed	-$672K	–	76
2022 Q1	$672K	Sell	28,366 -103,358	-78%	-$2.44M	0.49%	24
2021 Q4	$3.43M	Buy	131,724 +89,312	+211%	+$2.31M	2.42%	12
2021 Q3	$1.06M	Sell	42,412 -89,312	-68%	-$2.27M	0.79%	18
2021 Q2	$3.43M	Buy	131,724 +4,208	+3%	+$108K	2.42%	12
2021 Q1	$3.18M	Buy	127,516 +51,508	+68%	+$1.27M	2.35%	13
2020 Q4	$1.69M	Buy	76,008 +34,912	+85%	+$695K	1.36%	15
2020 Q3	$702K	Buy	41,096 +24,464	+147%	+$421K	0.64%	24
2020 Q2	$272K	Buy	+16,632	New	+$249K	0.35%	28
2020 Q1	–	Sell	-34,548	Closed	-$653K	–	41
2019 Q4	$653K	Sell	34,548 -140	-0.4%	-$2.53K	0.71%	22
2019 Q3	$605K	Sell	34,688 -18,648	-35%	-$329K	0.69%	22
2019 Q2	$953K	Sell	53,336 -18,296	-26%	-$324K	1.07%	20
2019 Q1	$1.25M	Sell	71,632 -30,388	-30%	-$520K	1.45%	14
2018 Q4	$1.55M	Buy	+102,020	New	+$1.72M	1.87%	13

Other funds holding SCHA

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Reitz Capital Advisors's SCHA Position: Q4 2023 in Review

Reitz Capital Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 3,372 shares — an estimated $67.5K sold.

Reitz Capital Advisors first reported a position in SCHA in Q4 2018 and held it in 14 quarters. The position peaked at $3.43M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

Reitz Capital Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
Reitz Capital Advisors sold 3,372 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $67.5K.
Reitz Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 14 quarters.
Reitz Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $3.43M in Q4 2021.
1,057 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Reitz Capital Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.