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

Sugarloaf 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
2024 Q4	$48K	Hold	1,856	–	–	0.01%	297
2024 Q3	$47.8K	Hold	1,856	–	–	0.01%	311
2024 Q2	$44K	Hold	1,856	–	–	0.01%	306
2024 Q1	$45.7K	Hold	1,856	–	–	0.01%	298
2023 Q4	$43.8K	Hold	1,856	–	–	0.01%	296
2023 Q3	$38.4K	Hold	1,856	–	–	0.01%	316
2023 Q2	$40.6K	Hold	1,856	–	–	0.01%	313
2023 Q1	$38.9K	Hold	1,856	–	–	0.01%	320
2022 Q4	$37.6K	Hold	1,856	–	–	0.01%	326
2022 Q3	$36K	Hold	1,856	–	–	0.01%	342
2022 Q2	$36K	Hold	1,856	–	–	0.01%	341
2022 Q1	$44K	Hold	1,856	–	–	0.01%	301
2021 Q4	$48K	Hold	1,856	–	–	0.01%	300
2021 Q3	$46K	Hold	1,856	–	–	0.01%	282
2021 Q2	$48K	Buy	1,856 +20	+1%	+$511	0.01%	273
2021 Q1	$46	Sell	1,836 -20	-1%	-$492	0.01%	282
2020 Q4	$41K	Hold	1,856	–	–	0.01%	274
2020 Q3	$32K	Hold	1,856	–	–	0.01%	300
2020 Q2	$30K	Hold	1,856	–	–	0.01%	301
2020 Q1	$24K	Hold	1,856	–	–	0.01%	303
2019 Q4	$35K	Buy	+1,856	New	+$33.6K	0.01%	290

Other funds holding SCHA

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's SCHA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2024 at 1,856 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #297.

Sugarloaf Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 21 quarters since. The position peaked at $48K in Q4 2021. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

Sugarloaf Wealth Management held 1,856 shares of Schwab U.S Small- Cap ETF worth $48K as of Q4 2024.
Sugarloaf Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2024.
Schwab U.S Small- Cap ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #297 holding.
Sugarloaf Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Schwab U.S Small- Cap ETF position peaked at $48K in Q4 2021.
1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.