Slow Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Slow Capital’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
2023 Q2	–	Sell	-668	Closed	-$14K	–	158
2023 Q1	$14K	Buy	+668	New	+$14.4K	﹤0.01%	154
2021 Q4	–	Sell	-43,040	Closed	-$1.08M	–	180
2021 Q3	$1.08M	Sell	43,040 -6,904	-14%	-$175K	0.2%	132
2021 Q2	$1.3M	Buy	49,944 +3,256	+7%	+$83.2K	0.25%	123
2021 Q1	$1.16M	Buy	+46,688	New	+$1.15M	0.25%	127
2020 Q4	–	Sell	-760	Closed	-$13K	–	258
2020 Q3	$13K	Buy	+760	New	+$13.1K	﹤0.01%	217
2018 Q2	–	Sell	-3,536	Closed	-$61K	–	180
2018 Q1	$61K	Buy	+3,536	New	+$62.3K	0.03%	162

Other funds holding SCHA

CSIA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Slow Capital's SCHA Position: Q2 2023 in Review

Slow Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 668 shares — an estimated $14K sold.

Slow Capital first reported a position in SCHA in Q1 2018 and held it in 6 quarters. The position peaked at $1.3M in Q2 2021. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Slow Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Slow Capital sold 668 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $14K.
Slow Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 6 quarters.
Slow Capital's Schwab U.S Small- Cap ETF position peaked at $1.3M in Q2 2021.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Slow Capital's 13F filing for Q2 2023, filed 9 Aug 2023.