SevenBridge Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-7,724	Closed	-$201K	–	170
2021 Q2	$201K	Buy	+7,724	New	+$197K	0.07%	161
2019 Q3	–	Sell	-3,336	Closed	-$60K	–	489
2019 Q2	$60K	Buy	+3,336	New	+$59K	0.02%	254
2018 Q1	–	Sell	-12	Closed	–	–	637
2017 Q4	$0	Buy	+12	New	+$205	﹤0.01%	639

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

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

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

SevenBridge Financial Group's SCHA Position: Q3 2021 in Review

SevenBridge Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 7,724 shares — an estimated $201K sold.

SevenBridge Financial Group first reported a position in SCHA in Q4 2017 and held it in 3 quarters. The position peaked at $201K in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

SevenBridge Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
SevenBridge Financial Group sold 7,724 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $201K.
SevenBridge Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 3 quarters.
SevenBridge Financial Group's Schwab U.S Small- Cap ETF position peaked at $201K in Q2 2021.
837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on SevenBridge Financial Group's 13F filing for Q3 2021, filed 14 Oct 2021.