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Sullivan, Bruyette, Speros & Blaney’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$120K Hold
4,808
– – 0.01% 387
2020
Q4 		$107K Buy
+4,808
New +$95.7K 0.01% 382

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 $1.37T 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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's SCHA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2021 at 4,808 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #387.

Sullivan, Bruyette, Speros & Blaney first reported a position in SCHA in Q4 2020 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 4,808 shares of Schwab U.S Small- Cap ETF worth $120K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2021.
  • Schwab U.S Small- Cap ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #387 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.