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Stillwater Investment Management (Minnesota)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$805K Buy
38,410
+128
+0.3% +$2.75K 0.22% 56
2022
Q4 		$775K Buy
38,282
+278
+0.7% +$5.7K 0.22% 57
2022
Q3 		$718K Buy
38,004
+176
+0.5% +$3.68K 0.22% 57
2022
Q2 		$737K Buy
+37,828
New +$809K 0.22% 57

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s SCHA Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.33% in Q1 2023, buying an estimated $2.75K and bringing the position to 38,410 shares worth $805K. The position accounts for 0.22% of the portfolio, ranked #56.

Stillwater Investment Management (Minnesota) first reported a position in SCHA in Q2 2022 and has held it in 4 quarters since. 929 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 38,410 shares of Schwab U.S Small- Cap ETF worth $805K as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 128 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $2.75K.
  • Schwab U.S Small- Cap ETF made up 0.22% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #56 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 4 quarters since.
  • 929 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.