VC
SCHA icon

Vestor Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vestor Capital’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
2023
Q4 		– Sell
-3,026
Closed -$63K – 258
2023
Q3 		$63K Sell
3,026
-1,134
-27% -$24.9K 0.01% 199
2023
Q2 		$91K Buy
+4,160
New +$86.7K 0.01% 185

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vestor Capital's SCHA Position: Q4 2023 in Review

Vestor Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 3,026 shares — an estimated $63K sold.

Vestor Capital first reported a position in SCHA in Q2 2023 and held it in 2 quarters. The position peaked at $91K in Q2 2023. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

  • Vestor Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Vestor Capital sold 3,026 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $63K.
  • Vestor Capital first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 2 quarters.
  • Vestor Capital's Schwab U.S Small- Cap ETF position peaked at $91K in Q2 2023.
  • 1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on Vestor Capital's 13F filing for Q4 2023, filed 7 Feb 2024.