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

TimeScale Financial’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
2021 Q4	–	Sell	-24	Closed	-$621	–	542
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	488
2021 Q2	$1K	Buy	+24	New	+$614	﹤0.01%	485
2020 Q1	–	Sell	-224	Closed	-$4K	–	517
2019 Q4	$4K	Hold	224	–	–	﹤0.01%	448
2019 Q3	$4K	Hold	224	–	–	﹤0.01%	421
2019 Q2	$4K	Buy	+224	New	+$3.96K	﹤0.01%	436

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

TimeScale Financial's SCHA Position: Q4 2021 in Review

TimeScale Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2021, closing a stake of 24 shares — an estimated $621 sold.

TimeScale Financial first reported a position in SCHA in Q2 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 950 funds tracked by Wall St. Rank hold SCHA as of Q4 2021.

TimeScale Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2021 after selling out during the quarter.
TimeScale Financial sold 24 Schwab U.S Small- Cap ETF shares in Q4 2021, an estimated $621.
TimeScale Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and held it in 5 quarters.
TimeScale Financial's Schwab U.S Small- Cap ETF position peaked at $4K in Q4 2019.
950 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2021.

Based on TimeScale Financial's 13F filing for Q4 2021, filed 19 Jan 2022.