Semmax Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Semmax Financial 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 Q4	$2K	Buy	+112	New	+$2.29K	﹤0.01%	235

Other funds holding SCHA

CSIA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Semmax Financial Advisors's SCHA Position: Q4 2022 in Review

Semmax Financial Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2022: 112 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings.

941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

Semmax Financial Advisors held 112 shares of Schwab U.S Small- Cap ETF worth $2K as of Q4 2022.
Schwab U.S Small- Cap ETF was a new Semmax Financial Advisors position in Q4 2022.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q4 2022, its #235 holding.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.