RGF
SCHA icon

Retirement Guys Formula’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Retirement Guys Formula’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
Q4 		– Sell
-216,138
Closed -$5.57M – 142
2024
Q3 		$5.57M Sell
216,138
-82,524
-28% -$2.05M 2.59% 6
2024
Q2 		$7.09M Buy
298,662
+8,138
+3% +$193K 3.4% 6
2024
Q1 		$7.15M Buy
290,524
+11,638
+4% +$273K 3.49% 6
2023
Q4 		$6.59M Buy
+278,886
New +$5.88M 3.53% 6
2023
Q3 		– Sell
-310,608
Closed -$6.8M – 137
2023
Q2 		$6.8M Buy
+310,608
New +$6.47M 3.94% 6
2022
Q1 		– Sell
-64,384
Closed -$1.65M – 146
2021
Q4 		$1.65M Buy
+64,384
New +$1.67M 1.31% 16

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Guys Formula's SCHA Position: Q4 2024 in Review

Retirement Guys Formula sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 216,138 shares — an estimated $5.57M sold.

Retirement Guys Formula first reported a position in SCHA in Q4 2021 and held it in 6 quarters. The position peaked at $7.15M in Q1 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Retirement Guys Formula reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 216,138 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $5.57M.
  • Retirement Guys Formula first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 6 quarters.
  • Retirement Guys Formula's Schwab U.S Small- Cap ETF position peaked at $7.15M in Q1 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Retirement Guys Formula's 13F filing for Q4 2024, filed 29 Jan 2025.