Round Table Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Round Table Services’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 Q3	$235K	Buy	+12,418	New	+$260K	0.05%	132

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Round Table Services's SCHA Position: Q3 2022 in Review

Round Table Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2022: 12,418 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings.

867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

Round Table Services held 12,418 shares of Schwab U.S Small- Cap ETF worth $235K as of Q3 2022.
Schwab U.S Small- Cap ETF was a new Round Table Services position in Q3 2022.
Schwab U.S Small- Cap ETF made up 0.05% of Round Table Services's portfolio in Q3 2022, its #132 holding.
867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.