SignalPoint Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SignalPoint Asset Management’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
2024 Q4	$257K	Sell	9,936 -578	-5%	-$15.4K	0.06%	219
2024 Q3	$270K	Buy	10,514 +780	+8%	+$19.4K	0.06%	215
2024 Q2	$231K	Buy	+9,734	New	+$231K	0.06%	230
2021 Q3	–	Sell	-7,796	Closed	-$203K	–	234
2021 Q2	$203K	Buy	+7,796	New	+$199K	0.07%	216
2020 Q1	–	Sell	-21,788	Closed	-$412K	–	191
2019 Q4	$412K	Buy	21,788 +5,904	+37%	+$107K	0.17%	115
2019 Q3	$277K	Buy	+15,884	New	+$280K	0.12%	179

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SignalPoint Asset Management's SCHA Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.5% in Q4 2024, selling an estimated $15.4K and leaving 9,936 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #219.

SignalPoint Asset Management first reported a position in SCHA in Q3 2019 and has held it in 6 quarters since. The position peaked at $412K in Q4 2019. 1,169 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

SignalPoint Asset Management held 9,936 shares of Schwab U.S Small- Cap ETF worth $257K as of Q4 2024.
SignalPoint Asset Management sold 578 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $15.4K.
Schwab U.S Small- Cap ETF made up 0.06% of SignalPoint Asset Management's portfolio in Q4 2024, its #219 holding.
SignalPoint Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 6 quarters since.
SignalPoint Asset Management's Schwab U.S Small- Cap ETF position peaked at $412K in Q4 2019.
1,169 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.