Running Point Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-7,160	Closed	-$179K	–	159
2021 Q3	$179K	Hold	7,160	–	–	0.08%	106
2021 Q2	$187K	Buy	7,160 +12	+0.2%	+$307	0.09%	97
2021 Q1	$178K	Buy	7,148 +12	+0.2%	+$295	0.1%	85
2020 Q4	$159K	Buy	+7,136	New	+$142K	0.09%	80

Other funds holding SCHA

CSIA

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

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

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

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

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

Running Point Capital Advisors's SCHA Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 7,160 shares — an estimated $179K sold.

Running Point Capital Advisors first reported a position in SCHA in Q4 2020 and held it in 4 quarters. The position peaked at $187K in Q2 2021. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

Running Point Capital Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 7,160 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $179K.
Running Point Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $187K in Q2 2021.
950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.