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Ulland Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ulland Investment 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
Q4 		– Sell
-200
Closed -$5K – 216
2024
Q3 		$5K Hold
200
– – ﹤0.01% 183
2024
Q2 		$5K Hold
200
– – ﹤0.01% 194
2024
Q1 		$5K Sell
200
-858
-81% -$20.1K ﹤0.01% 197
2023
Q4 		$25K Sell
1,058
-142
-12% -$2.99K 0.03% 127
2023
Q3 		$25K Hold
1,200
– – 0.03% 128
2023
Q2 		$26K Hold
1,200
– – 0.03% 125
2023
Q1 		$25K Sell
1,200
-400
-25% -$8.6K 0.03% 117
2022
Q4 		$32K Hold
1,600
– – 0.04% 111
2022
Q3 		$30K Hold
1,600
– – 0.03% 113
2022
Q2 		$31K Sell
1,600
-9,440
-86% -$202K 0.03% 119
2022
Q1 		$261K Sell
11,040
-3,640
-25% -$85.9K 0.2% 57
2021
Q4 		$376K Buy
+14,680
New +$380K 0.24% 54

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ulland Investment Advisors's SCHA Position: Q4 2024 in Review

Ulland Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 200 shares — an estimated $5K sold.

Ulland Investment Advisors first reported a position in SCHA in Q4 2021 and held it in 12 quarters. The position peaked at $376K in Q4 2021. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Ulland Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 200 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $5K.
  • Ulland Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 12 quarters.
  • Ulland Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $376K in Q4 2021.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Ulland Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.