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Summit Securities Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Securities 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
2023
Q2 		– Sell
-2
Closed – – 1066
2023
Q1 		$0 Buy
+2
New +$43 ﹤0.01% 1225

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Summit Securities Group's SCHA Position: Q2 2023 in Review

Summit Securities Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 2 shares.

Summit Securities Group first reported a position in SCHA in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

  • Summit Securities Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 2 Schwab U.S Small- Cap ETF shares in Q2 2023.
  • Summit Securities Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 1 quarter.
  • Summit Securities Group's Schwab U.S Small- Cap ETF position peaked at $0 in Q1 2023.
  • 957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.