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

RiverTree 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 Q1	–	Sell	-40,238	Closed	-$20.1K	–	47
2022 Q4	$20.1K	Sell	40,238 -2	-0%	-$41	0.02%	33
2022 Q3	$20K	Buy	40,240 +276	+0.7%	+$5.77K	0.02%	30
2022 Q2	$20K	Hold	39,964	–	–	0.02%	33
2022 Q1	$20K	Sell	39,964 -39,332	-50%	-$928K	0.01%	31
2021 Q4	$20K	Buy	+79,296	New	+$2.05M	0.01%	39

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 $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

RiverTree Advisors's SCHA Position: Q1 2023 in Review

RiverTree Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 40,238 shares — an estimated $20.1K sold.

RiverTree Advisors first reported a position in SCHA in Q4 2021 and held it in 5 quarters. The position peaked at $20.1K in Q4 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

RiverTree Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
RiverTree Advisors sold 40,238 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $20.1K.
RiverTree Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 5 quarters.
RiverTree Advisors's Schwab U.S Small- Cap ETF position peaked at $20.1K in Q4 2022.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on RiverTree Advisors's 13F filing for Q1 2023, filed 15 May 2023.