Teamwork Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Teamwork Financial Advisors’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	-42,468	Closed	-$1.01M	–	245
2022 Q1	$1.01M	Buy	42,468 +12,260	+41%	+$289K	0.19%	99
2021 Q4	$773K	Buy	30,208 +4,156	+16%	+$108K	0.14%	142
2021 Q3	$652K	Buy	26,052 +3,776	+17%	+$95.9K	0.13%	126
2021 Q2	$580K	Sell	22,276 -4,740	-18%	-$121K	0.12%	138
2021 Q1	$673K	Sell	27,016 -14,420	-35%	-$355K	0.16%	122
2020 Q4	$922K	Sell	41,436 -8,076	-16%	-$161K	0.22%	92
2020 Q3	$846K	Buy	49,512 +3,520	+8%	+$60.6K	0.26%	83
2020 Q2	$751K	Buy	+45,992	New	+$689K	0.27%	85

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Teamwork Financial Advisors's SCHA Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 42,468 shares — an estimated $1.01M sold.

Teamwork Financial Advisors first reported a position in SCHA in Q2 2020 and held it in 8 quarters. The position peaked at $1.01M in Q1 2022. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Teamwork Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 42,468 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $1.01M.
Teamwork Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and held it in 8 quarters.
Teamwork Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $1.01M in Q1 2022.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.