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Savior LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Savior LLC’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
-1,012
Closed -$24K – 202
2022
Q1 		$24K Sell
1,012
-336
-25% -$7.93K 0.02% 80
2021
Q4 		$35K Sell
1,348
-44
-3% -$1.14K ﹤0.01% 73
2021
Q3 		$35K Sell
1,392
-1,860
-57% -$47.2K 0.04% 67
2021
Q2 		$85K Buy
3,252
+344
+12% +$8.79K 0.07% 101
2021
Q1 		$72K Buy
2,908
+1,516
+109% +$37.3K 0.07% 107
2020
Q4 		$31K Buy
1,392
+896
+181% +$17.8K 0.02% 214
2020
Q3 		$8K Buy
+496
New +$8.54K 0.01% 423

Other funds holding SCHA

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

Savior LLC's SCHA Position: Q2 2022 in Review

Savior LLC sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 1,012 shares — an estimated $24K sold.

Savior LLC first reported a position in SCHA in Q3 2020 and held it in 7 quarters. The position peaked at $85K in Q2 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • Savior LLC reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Savior LLC sold 1,012 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $24K.
  • Savior LLC first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and held it in 7 quarters.
  • Savior LLC's Schwab U.S Small- Cap ETF position peaked at $85K in Q2 2021.
  • 881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Savior LLC's 13F filing for Q2 2022, filed 21 Jul 2022.