Sweet Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sweet Financial Partners’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 Q2	–	Sell	-8,288	Closed	-$204K	–	199
2024 Q1	$204K	Buy	+8,288	New	+$194K	0.05%	189
2023 Q4	–	Sell	-10,144	Closed	-$210K	–	186
2023 Q3	$210K	Buy	10,144 +316	+3%	+$6.93K	0.06%	164
2023 Q2	$215K	Sell	9,828 -3,170	-24%	-$66.1K	0.06%	166
2023 Q1	$273K	Sell	12,998 -418,614	-97%	-$9M	0.08%	148
2022 Q4	$8.74M	Buy	431,612 +11,790	+3%	+$242K	2.57%	10
2022 Q3	$7.93M	Buy	419,822 +13,970	+3%	+$292K	2.53%	10
2022 Q2	$7.91M	Buy	405,852 +4,368	+1%	+$93.4K	2.48%	10
2022 Q1	$9.51M	Buy	401,484 +381,060	+1,866%	+$9M	2.55%	14
2021 Q4	$523K	Buy	+20,424	New	+$528K	0.22%	65

Other funds holding SCHA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

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

Empower Advisory Group

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

SEI Investments

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

Goldman Sachs New York $761B 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

Creative Planning

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

Envestnet Asset Management

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

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

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return