Vectors Research Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vectors Research 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
2022 Q3	–	Sell	-700	Closed	-$14K	–	416
2022 Q2	$14K	Hold	700	–	–	﹤0.01%	318
2022 Q1	$17K	Hold	700	–	–	﹤0.01%	299
2021 Q4	$18K	Sell	700 -300	-30%	-$7.76K	﹤0.01%	348
2021 Q3	$25K	Hold	1,000	–	–	0.01%	290
2021 Q2	$26K	Hold	1,000	–	–	0.01%	293
2021 Q1	$25K	Hold	1,000	–	–	0.01%	268
2020 Q4	$22K	Sell	1,000 -156	-13%	-$3.11K	0.01%	259
2020 Q3	$20K	Hold	1,156	–	–	0.01%	247
2020 Q2	$19K	Hold	1,156	–	–	0.01%	244
2020 Q1	$15K	Hold	1,156	–	–	0.01%	261
2019 Q4	$22K	Hold	1,156	–	–	0.01%	258
2019 Q3	$20K	Hold	1,156	–	–	0.01%	230
2019 Q2	$21K	Hold	1,156	–	–	0.01%	220
2019 Q1	$20K	Hold	1,156	–	–	0.01%	223
2018 Q4	$18K	Sell	1,156 -2,080	-64%	-$35.1K	0.01%	348
2018 Q3	$60K	Buy	+3,236	New	+$61.7K	0.04%	166

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vectors Research Management's SCHA Position: Q3 2022 in Review

Vectors Research Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2022, closing a stake of 700 shares — an estimated $14K sold.

Vectors Research Management first reported a position in SCHA in Q3 2018 and held it in 16 quarters. The position peaked at $60K in Q3 2018. 867 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

Vectors Research Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 700 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $14K.
Vectors Research Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 16 quarters.
Vectors Research Management's Schwab U.S Small- Cap ETF position peaked at $60K in Q3 2018.
867 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.