STALEY CAPITAL ADVISERS’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

STALEY CAPITAL ADVISERS’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 Q1	–	Sell	-8,160	Closed	-$209K	–	188
2021 Q4	$209K	Hold	8,160	–	–	0.01%	178
2021 Q3	$204K	Hold	8,160	–	–	0.01%	175
2021 Q2	$213K	Hold	8,160	–	–	0.01%	170
2021 Q1	$203K	Buy	+8,160	New	+$201K	0.01%	175

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

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

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

STALEY CAPITAL ADVISERS's SCHA Position: Q1 2022 in Review

STALEY CAPITAL ADVISERS sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 8,160 shares — an estimated $209K sold.

STALEY CAPITAL ADVISERS first reported a position in SCHA in Q1 2021 and held it in 4 quarters. The position peaked at $213K in Q2 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

STALEY CAPITAL ADVISERS reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 8,160 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $209K.
STALEY CAPITAL ADVISERS first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 4 quarters.
STALEY CAPITAL ADVISERS's Schwab U.S Small- Cap ETF position peaked at $213K in Q2 2021.
940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2022, filed 12 May 2022.