Stonebridge Financial Planning Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stonebridge Financial Planning Group’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	-1,080	Closed	-$24K	–	315
2021 Q4	$24K	Hold	1,080	–	–	0.01%	287
2021 Q3	$29K	Hold	1,080	–	–	0.01%	272
2021 Q2	$28K	Hold	1,080	–	–	0.01%	273
2021 Q1	$27K	Buy	+1,080	New	+$26.6K	0.02%	272

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

Stonebridge Financial Planning Group's SCHA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 1,080 shares — an estimated $24K sold.

Stonebridge Financial Planning Group first reported a position in SCHA in Q1 2021 and held it in 4 quarters. The position peaked at $29K in Q3 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,080 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $24K.
Stonebridge Financial Planning Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 4 quarters.
Stonebridge Financial Planning Group's Schwab U.S Small- Cap ETF position peaked at $29K in Q3 2021.
940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.