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Telemus Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Telemus Capital’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
Q4 		$365K Buy
15,446
+4,924
+47% +$104K 0.03% 265
2023
Q3 		$218K Hold
10,522
– – 0.02% 286
2023
Q2 		$230K Hold
10,522
– – 0.02% 300
2023
Q1 		$221K Hold
10,522
– – 0.02% 300
2022
Q4 		$218K Buy
+10,522
New +$216K 0.02% 311

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Telemus Capital's SCHA Position: Q4 2023 in Review

Telemus Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 47% in Q4 2023, buying an estimated $104K and bringing the position to 15,446 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #265.

Telemus Capital first reported a position in SCHA in Q4 2022 and has held it in 5 quarters since. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

  • Telemus Capital held 15,446 shares of Schwab U.S Small- Cap ETF worth $365K as of Q4 2023.
  • Telemus Capital bought 4,924 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $104K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #265 holding.
  • Telemus Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.