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San Luis Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-330
Closed -$17K – 351
2022
Q1 		$17K Buy
+330
New +$7.79K 0.01% 321

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PCA
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

San Luis Wealth Advisors's SCHA Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 330 shares — an estimated $17K sold.

San Luis Wealth Advisors first reported a position in SCHA in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 330 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $17K.
  • San Luis Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $17K in Q1 2022.
  • 881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.