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

Tidemark’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 Q3	–	Sell	-50	Closed	-$1.19K	–	643
2024 Q2	$1.19K	Buy	+50	New	+$1.19K	﹤0.01%	552

Other funds holding SCHA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tidemark's SCHA Position: Q3 2024 in Review

Tidemark sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 50 shares — an estimated $1.19K sold.

Tidemark first reported a position in SCHA in Q2 2024 and held it in 1 quarter. The position peaked at $1.19K in Q2 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Tidemark reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
Tidemark sold 50 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $1.19K.
Tidemark first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 1 quarter.
Tidemark's Schwab U.S Small- Cap ETF position peaked at $1.19K in Q2 2024.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Tidemark's 13F filing for Q3 2024, filed 7 Nov 2024.