Ten Capital Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-2,022	Closed	-$42.4K	–	447
2023 Q1	$42.4K	Sell	2,022 -284	-12%	-$6.1K	0.01%	238
2022 Q4	$46.7K	Buy	2,306 +430	+23%	+$8.81K	0.02%	179
2022 Q3	$35K	Hold	1,876	–	–	0.02%	183
2022 Q2	$37K	Hold	1,876	–	–	0.02%	162
2022 Q1	$44K	Buy	1,876 +236	+14%	+$5.57K	0.02%	155
2021 Q4	$42K	Sell	1,640 -208	-11%	-$5.38K	0.02%	148
2021 Q3	$46K	Sell	1,848 -664	-26%	-$16.9K	0.02%	137
2021 Q2	$65K	Buy	2,512 +1,640	+188%	+$41.9K	0.01%	168
2021 Q1	$21K	Hold	872	–	–	0.01%	220
2020 Q4	$19K	Buy	+872	New	+$17.4K	0.01%	218

Other funds holding SCHA

CSIA

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Ten Capital Wealth Advisors's SCHA Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 2,022 shares — an estimated $42.4K sold.

Ten Capital Wealth Advisors first reported a position in SCHA in Q4 2020 and held it in 10 quarters. The position peaked at $65K in Q2 2021. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,022 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $42.4K.
Ten Capital Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $65K in Q2 2021.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.