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

Transamerica Financial 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
2024 Q1	–	Sell	-2	Closed	-$1K	–	681
2023 Q4	$1K	Hold	2	–	–	﹤0.01%	560
2023 Q3	$1K	Sell	2 -730	-100%	-$16K	﹤0.01%	581
2023 Q2	$17K	Hold	732	–	–	﹤0.01%	294
2023 Q1	$16K	Buy	732 +98	+15%	+$2.11K	﹤0.01%	309
2022 Q4	$13K	Buy	634 +632	+31,600%	+$13K	﹤0.01%	315
2022 Q3	$1K	Sell	2 -168	-99%	-$3.51K	﹤0.01%	584
2022 Q2	$4K	Buy	+170	New	+$3.63K	﹤0.01%	353
2019 Q3	–	Sell	-232	Closed	-$5K	–	440
2019 Q2	$5K	Buy	+232	New	+$4.1K	﹤0.01%	344

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

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

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

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

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

Transamerica Financial Advisors's SCHA Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2024, closing a stake of 2 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in SCHA in Q2 2019 and held it in 8 quarters. The position peaked at $17K in Q2 2023. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

Transamerica Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 2 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $1K.
Transamerica Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and held it in 8 quarters.
Transamerica Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $17K in Q2 2023.
1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.