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Sutton Place Investors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sutton Place Investors’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 		– Sell
-18,850
Closed -$422K – 73
2022
Q1 		$422K Sell
18,850
-806
-4% -$19K 0.5% 44
2021
Q4 		$503K Buy
+19,656
New +$509K 0.58% 46

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
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 $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sutton Place Investors's SCHA Position: Q2 2022 in Review

Sutton Place Investors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 18,850 shares — an estimated $422K sold.

Sutton Place Investors first reported a position in SCHA in Q4 2021 and held it in 2 quarters. The position peaked at $503K in Q4 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • Sutton Place Investors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Sutton Place Investors sold 18,850 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $422K.
  • Sutton Place Investors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 2 quarters.
  • Sutton Place Investors's Schwab U.S Small- Cap ETF position peaked at $503K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Sutton Place Investors's 13F filing for Q2 2022, filed 15 Aug 2022.