SCA
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Strategic Capital Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic 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
Q2 		$2.77M Sell
142,192
-3,260
-2% -$69.7K 2.29% 20
2022
Q1 		$3.44M Buy
145,452
+13,132
+10% +$310K 2.62% 12
2021
Q4 		$3.39M Buy
132,320
+4,424
+3% +$114K 2.43% 19
2021
Q3 		$3.2M Buy
127,896
+4,520
+4% +$115K 2.49% 16
2021
Q2 		$3.21M Buy
123,376
+8,660
+8% +$221K 2.66% 11
2021
Q1 		$2.86M Sell
114,716
-5,360
-4% -$132K 2.49% 16
2020
Q4 		$2.67M Buy
120,076
+4,176
+4% +$83.1K 2.28% 19
2020
Q3 		$1.98M Sell
115,900
-1,572
-1% -$27.1K 1.86% 27
2020
Q2 		$1.92M Buy
117,472
+10,332
+10% +$155K 1.93% 27
2020
Q1 		$1.38M Buy
107,140
+9,716
+10% +$165K 1.67% 31
2019
Q4 		$1.84M Sell
97,424
-740
-0.8% -$13.4K 1.73% 29
2019
Q3 		$1.71M Buy
98,164
+2,144
+2% +$37.9K 1.9% 29
2019
Q2 		$1.72M Buy
96,020
+10,280
+12% +$182K 1.81% 29
2019
Q1 		$1.5M Buy
85,740
+5,968
+7% +$102K 1.62% 30
2018
Q4 		$1.21M Sell
79,772
-756
-0.9% -$12.8K 1.3% 35
2018
Q3 		$1.53M Buy
80,528
+600
+0.8% +$11.4K 1.09% 37
2018
Q2 		$1.51M Buy
79,928
+1,244
+2% +$22.5K 1.11% 36
2018
Q1 		$1.37M Hold
78,684
– – 1.35% 35
2017
Q4 		$1.37M Buy
+78,684
New +$1.35M 1.35% 35

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 $1.55T AUM 33.47% 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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Capital Advisers's SCHA Position: Q2 2022 in Review

Strategic Capital Advisers reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2022, selling an estimated $69.7K and leaving 142,192 shares worth $2.77M. The position accounts for 2.29% of the portfolio, ranked #20.

Strategic Capital Advisers first reported a position in SCHA in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.44M in Q1 2022. 883 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • Strategic Capital Advisers held 142,192 shares of Schwab U.S Small- Cap ETF worth $2.77M as of Q2 2022.
  • Strategic Capital Advisers sold 3,260 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $69.7K.
  • Schwab U.S Small- Cap ETF made up 2.29% of Strategic Capital Advisers's portfolio in Q2 2022, its #20 holding.
  • Strategic Capital Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 19 quarters since.
  • Strategic Capital Advisers's Schwab U.S Small- Cap ETF position peaked at $3.44M in Q1 2022.
  • 883 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.