Tyler-Stone Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tyler-Stone Wealth Management’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	-510	Closed	-$12.1K	–	820
2024 Q2	$12.1K	Hold	510	–	–	0.01%	623
2024 Q1	$12.6K	Buy	510 +310	+155%	+$7.26K	0.01%	613
2023 Q4	$4.72K	Hold	200	–	–	﹤0.01%	739
2023 Q3	$4K	Hold	200	–	–	﹤0.01%	756
2023 Q2	$4K	Buy	+200	New	+$4.17K	﹤0.01%	743
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	698
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	683
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	704
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	679
2021 Q4	$5K	Buy	+200	New	+$5.17K	﹤0.01%	709

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

Tyler-Stone Wealth Management's SCHA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 510 shares — an estimated $12.1K sold.

Tyler-Stone Wealth Management first reported a position in SCHA in Q4 2021 and held it in 10 quarters. The position peaked at $12.6K in Q1 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 510 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $12.1K.
Tyler-Stone Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Schwab U.S Small- Cap ETF position peaked at $12.6K in Q1 2024.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.