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Tennessee Valley Asset Management Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tennessee Valley Asset Management 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
Q1 		– Sell
-1,194
Closed -$28.2K – 606
2023
Q4 		$28.2K Buy
+1,194
New +$25.2K ﹤0.01% 299

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SEI Investments
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SCHA Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 1,194 shares — an estimated $28.2K sold.

Tennessee Valley Asset Management Partners first reported a position in SCHA in Q4 2023 and held it in 1 quarter. The position peaked at $28.2K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 1,194 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $28.2K.
  • Tennessee Valley Asset Management Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Schwab U.S Small- Cap ETF position peaked at $28.2K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.