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Relaxing Retirement Coach’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Relaxing Retirement Coach’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
Q2 		$3.65M Buy
166,878
+118
+0.1% +$2.46K 1.1% 15
2023
Q1 		$3.5M Sell
166,760
-1,700
-1% -$36.5K 1.16% 16
2022
Q4 		$3.41M Sell
168,460
-132
-0.1% -$2.71K 1.26% 14
2022
Q3 		$3.19M Sell
168,592
-1,184
-0.7% -$24.8K 1.51% 15
2022
Q2 		$3.31M Sell
169,776
-576
-0.3% -$12.3K 1.67% 14
2022
Q1 		$4.03M Sell
170,352
-1,008
-0.6% -$23.8K 2.07% 11
2021
Q4 		$4.39M Sell
171,360
-1,768
-1% -$45.7K 2.52% 11
2021
Q3 		$4.33M Sell
173,128
-6,604
-4% -$168K 3.55% 9
2021
Q2 		$4.68M Sell
179,732
-4,936
-3% -$126K 3.98% 9
2021
Q1 		$4.6M Buy
+184,668
New +$4.54M 5.26% 6
2020
Q4 		– Sell
-361,120
Closed -$6.16M – 54
2020
Q3 		$6.16M Buy
361,120
+165,752
+85% +$2.85M 2.69% 15
2020
Q2 		$3.19M Sell
195,368
-22,204
-10% -$332K 2.24% 23
2020
Q1 		$2.81M Sell
217,572
-6,484
-3% -$110K 1.73% 25
2019
Q4 		$4.23M Buy
224,056
+1,328
+0.6% +$24K 1.24% 27
2019
Q3 		$3.88M Sell
222,728
-488
-0.2% -$8.62K 1.2% 27
2019
Q2 		$3.99M Sell
223,216
-2,836
-1% -$50.1K 1.22% 27
2019
Q1 		$3.95M Sell
226,052
-10,232
-4% -$175K 1.23% 27
2018
Q4 		$3.59M Sell
236,284
-10,444
-4% -$176K 1.21% 28
2018
Q3 		$4.7M Sell
246,728
-7,588
-3% -$145K 1.41% 26
2018
Q2 		$4.67M Sell
254,316
-65,260
-20% -$1.18M 1.44% 25
2018
Q1 		$5.52M Sell
319,576
-85,824
-21% -$1.51M 1.74% 25
2017
Q4 		$7.06M Buy
+405,400
New +$6.94M 2.3% 19

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Relaxing Retirement Coach's SCHA Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.07% in Q2 2023, buying an estimated $2.46K and bringing the position to 166,878 shares worth $3.65M. The position accounts for 1.1% of the portfolio, ranked #15.

Relaxing Retirement Coach first reported a position in SCHA in Q4 2017 and has held it in 22 quarters since. The position peaked at $7.06M in Q4 2017. 960 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

  • Relaxing Retirement Coach held 166,878 shares of Schwab U.S Small- Cap ETF worth $3.65M as of Q2 2023.
  • Relaxing Retirement Coach bought 118 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $2.46K.
  • Schwab U.S Small- Cap ETF made up 1.1% of Relaxing Retirement Coach's portfolio in Q2 2023, its #15 holding.
  • Relaxing Retirement Coach first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 22 quarters since.
  • Relaxing Retirement Coach's Schwab U.S Small- Cap ETF position peaked at $7.06M in Q4 2017.
  • 960 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.