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

RGT Wealth 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
2022 Q1	–	Sell	-716	Closed	-$18K	–	294
2021 Q4	$18K	Buy	+716	New	+$18.5K	﹤0.01%	200
2017 Q2	–	Sell	-13,352	Closed	-$210K	–	108
2017 Q1	$210K	Buy	13,352 +36	+0.3%	+$564	0.14%	89
2016 Q4	$205K	Sell	13,316 -3,596	-21%	-$52.9K	0.12%	114
2016 Q3	$243K	Buy	+16,912	New	+$240K	0.15%	88

Other funds holding SCHA

CSIA

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RGT Wealth Advisors's SCHA Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 716 shares — an estimated $18K sold.

RGT Wealth Advisors first reported a position in SCHA in Q3 2016 and held it in 4 quarters. The position peaked at $243K in Q3 2016. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

RGT Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 716 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $18K.
RGT Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2016 and held it in 4 quarters.
RGT Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $243K in Q3 2016.
940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.