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Uncommon Cents Investing’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Uncommon Cents Investing’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
-492
Closed -$12.7K – 382
2024
Q3 		$12.7K Buy
+492
New +$12.2K ﹤0.01% 329

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

Uncommon Cents Investing's SCHA Position: Q4 2024 in Review

Uncommon Cents Investing sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2024, closing a stake of 492 shares — an estimated $12.7K sold.

Uncommon Cents Investing first reported a position in SCHA in Q3 2024 and held it in 1 quarter. The position peaked at $12.7K in Q3 2024. 1,167 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Uncommon Cents Investing reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Uncommon Cents Investing sold 492 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $12.7K.
  • Uncommon Cents Investing first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and held it in 1 quarter.
  • Uncommon Cents Investing's Schwab U.S Small- Cap ETF position peaked at $12.7K in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.