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

Rowland Carmichael 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
2020 Q4	$329K	Buy	14,784 +1,080	+8%	+$21.5K	0.1%	208
2020 Q3	$234K	Buy	13,704 +1,796	+15%	+$30.9K	0.09%	244
2020 Q2	$195K	Sell	11,908 -2,516	-17%	-$37.7K	0.08%	263
2020 Q1	$186K	Sell	14,424 -16	-0.1%	-$272	0.09%	238
2019 Q4	$273K	Sell	14,440 -7,388	-34%	-$134K	0.09%	246
2019 Q3	$381K	Buy	21,828 +2,492	+13%	+$44K	0.13%	183
2019 Q2	$346K	Sell	19,336 -244	-1%	-$4.32K	0.12%	186
2019 Q1	$342K	Sell	19,580 -25,244	-56%	-$432K	0.13%	178
2018 Q4	$680K	Buy	44,824 +1,504	+3%	+$25.4K	0.3%	87
2018 Q3	$825K	Buy	43,320 +2,740	+7%	+$52.2K	0.32%	80
2018 Q2	$746K	Sell	40,580 -292	-0.7%	-$5.28K	0.32%	86
2018 Q1	$706K	Buy	40,872 +1,048	+3%	+$18.5K	0.39%	83
2017 Q4	$694K	Buy	39,824 +1,792	+5%	+$30.7K	0.36%	91
2017 Q3	$641K	Hold	38,032	–	–	0.36%	96
2017 Q2	$608K	Hold	38,032	–	–	0.35%	97
2017 Q1	$599K	Sell	38,032 -284	-0.7%	-$4.45K	0.36%	90
2016 Q4	$589K	Sell	38,316 -968	-2%	-$14.2K	0.35%	90
2016 Q3	$565K	Sell	39,284 -220	-0.6%	-$3.12K	0.36%	92
2016 Q2	$534K	Buy	39,504 +7,756	+24%	+$103K	0.34%	101
2016 Q1	$413K	Buy	+31,748	New	+$385K	0.38%	90

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Rowland Carmichael Advisors's SCHA Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.9% in Q4 2020, buying an estimated $21.5K and bringing the position to 14,784 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #208.

Rowland Carmichael Advisors first reported a position in SCHA in Q1 2016 and has held it in 20 quarters since. The position peaked at $825K in Q3 2018. 748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

Rowland Carmichael Advisors held 14,784 shares of Schwab U.S Small- Cap ETF worth $329K as of Q4 2020.
Rowland Carmichael Advisors bought 1,080 Schwab U.S Small- Cap ETF shares in Q4 2020, an estimated $21.5K.
Schwab U.S Small- Cap ETF made up 0.1% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #208 holding.
Rowland Carmichael Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Schwab U.S Small- Cap ETF position peaked at $825K in Q3 2018.
748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.