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

Truvestments Capital’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
2025 Q1	–	Sell	-148	Closed	-$3.83K	–	1133
2024 Q4	$3.83K	Hold	148	–	–	﹤0.01%	738
2024 Q3	$3.81K	Buy	+148	New	+$3.67K	﹤0.01%	718
2022 Q4	–	Sell	-100	Closed	-$2K	–	953
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	569
2022 Q2	$2K	Buy	+100	New	+$2.14K	﹤0.01%	574
2020 Q3	–	Sell	-800	Closed	-$13K	–	502
2020 Q2	$13K	Hold	800	–	–	0.01%	356
2020 Q1	$10K	Buy	+800	New	+$13.6K	0.01%	351

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Truvestments Capital's SCHA Position: Q1 2025 in Review

Truvestments Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 148 shares — an estimated $3.83K sold.

Truvestments Capital first reported a position in SCHA in Q1 2020 and held it in 6 quarters. The position peaked at $13K in Q2 2020. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

Truvestments Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 148 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $3.83K.
Truvestments Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 6 quarters.
Truvestments Capital's Schwab U.S Small- Cap ETF position peaked at $13K in Q2 2020.
1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.