Roof Eidam Maycock Peralta (REMP)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 Q4	–	Sell	-17,522	Closed	-$331K	–	122
2022 Q3	$331K	Buy	+17,522	New	+$366K	0.12%	85
2018 Q4	–	Sell	-27,440	Closed	-$523K	–	98
2018 Q3	$523K	Hold	27,440	–	–	0.24%	65
2018 Q2	$505K	Buy	27,440 +200	+0.7%	+$3.62K	0.24%	65
2018 Q1	$471K	Buy	+27,240	New	+$480K	0.23%	68

Other funds holding SCHA

CSIA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SCHA Position: Q4 2022 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2022, closing a stake of 17,522 shares — an estimated $331K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHA in Q1 2018 and held it in 4 quarters. The position peaked at $523K in Q3 2018. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Roof Eidam Maycock Peralta (REMP) reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2022 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 17,522 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $331K.
Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 4 quarters.
Roof Eidam Maycock Peralta (REMP)'s Schwab U.S Small- Cap ETF position peaked at $523K in Q3 2018.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2022, filed 14 Feb 2023.