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Verity & Verity’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Verity & Verity’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
Q2 		– Sell
-11,324
Closed -$279K – 119
2024
Q1 		$279K Buy
+11,324
New +$265K 0.03% 102

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Verity & Verity's SCHA Position: Q2 2024 in Review

Verity & Verity sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 11,324 shares — an estimated $279K sold.

Verity & Verity first reported a position in SCHA in Q1 2024 and held it in 1 quarter. The position peaked at $279K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Verity & Verity reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Verity & Verity sold 11,324 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $279K.
  • Verity & Verity first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Verity & Verity's Schwab U.S Small- Cap ETF position peaked at $279K in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Verity & Verity's 13F filing for Q2 2024, filed 8 Aug 2024.