Trust Company of Vermont’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-3,276	Closed	-$84.4K	–	1104
2024 Q3	$84.4K	Buy	+3,276	New	+$81.3K	﹤0.01%	432
2022 Q4	–	Sell	-1,202	Closed	-$23K	–	962
2022 Q3	$23K	Hold	1,202	–	–	﹤0.01%	586
2022 Q2	$23K	Buy	+1,202	New	+$25.7K	﹤0.01%	562
2022 Q1	–	Sell	-1,544	Closed	-$40K	–	658
2021 Q4	$40K	Buy	+1,544	New	+$39.9K	﹤0.01%	512
2021 Q3	–	Sell	-1,544	Closed	-$40K	–	632
2021 Q2	$40K	Hold	1,544	–	–	﹤0.01%	503
2021 Q1	$38K	Hold	1,544	–	–	﹤0.01%	497
2020 Q4	$34K	Buy	+1,544	New	+$30.7K	﹤0.01%	491

Other funds holding SCHA

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

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

Trust Company of Vermont's SCHA Position: Q4 2024 in Review

Trust Company of Vermont sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 3,276 shares — an estimated $84.4K sold.

Trust Company of Vermont first reported a position in SCHA in Q4 2020 and held it in 7 quarters. The position peaked at $84.4K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

Trust Company of Vermont reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 3,276 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $84.4K.
Trust Company of Vermont first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 7 quarters.
Trust Company of Vermont's Schwab U.S Small- Cap ETF position peaked at $84.4K in Q3 2024.
1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.