SWM
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Soundmark Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Soundmark Wealth 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
2021
Q3 		– Sell
-8,564
Closed -$223K – 72
2021
Q2 		$223K Sell
8,564
-56
-0.6% -$1.43K 0.09% 57
2021
Q1 		$213K Buy
+8,620
New +$212K 0.12% 61

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Soundmark Wealth Management's SCHA Position: Q3 2021 in Review

Soundmark Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 8,564 shares — an estimated $223K sold.

Soundmark Wealth Management first reported a position in SCHA in Q1 2021 and held it in 2 quarters. The position peaked at $223K in Q2 2021. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • Soundmark Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 8,564 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $223K.
  • Soundmark Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 2 quarters.
  • Soundmark Wealth Management's Schwab U.S Small- Cap ETF position peaked at $223K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Soundmark Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.