RBC
SCHA icon

Romano Brothers & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Romano Brothers & Co’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
-436
Closed -$8.83K – 841
2022
Q4 		$8.83K Buy
+436
New +$8.94K ﹤0.01% 746

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 $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Romano Brothers & Co's SCHA Position: Q1 2023 in Review

Romano Brothers & Co sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 436 shares — an estimated $8.83K sold.

Romano Brothers & Co first reported a position in SCHA in Q4 2022 and held it in 1 quarter. The position peaked at $8.83K in Q4 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

  • Romano Brothers & Co reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 436 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $8.83K.
  • Romano Brothers & Co first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Schwab U.S Small- Cap ETF position peaked at $8.83K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.