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

Vigilant Capital 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
Q1 		– Sell
-14,052
Closed -$360K – 638
2021
Q4 		$360K Buy
14,052
+11,224
+397% +$290K 0.03% 141
2021
Q3 		$71K Sell
2,828
-1,400
-33% -$35.6K 0.01% 228
2021
Q2 		$110K Buy
4,228
+1,636
+63% +$41.8K 0.01% 200
2021
Q1 		$65K Buy
+2,592
New +$63.7K 0.01% 221
2020
Q4 		– Sell
-2,592
Closed -$44K – 364
2020
Q3 		$44K Buy
+2,592
New +$44.6K ﹤0.01% 228
2020
Q1 		– Sell
-3,912
Closed -$74K – 421
2019
Q4 		$74K Buy
3,912
+864
+28% +$15.6K 0.01% 241
2019
Q3 		$53K Sell
3,048
-1,184
-28% -$20.9K 0.01% 245
2019
Q2 		$76K Buy
4,232
+608
+17% +$10.8K 0.01% 202
2019
Q1 		$63K Sell
3,624
-364
-9% -$6.23K 0.01% 226
2018
Q4 		$60K Sell
3,988
-364
-8% -$6.15K 0.01% 239
2018
Q3 		$83K Buy
4,352
+3,512
+418% +$67K 0.01% 218
2018
Q2 		$15K Sell
840
-100
-11% -$1.81K ﹤0.01% 382
2018
Q1 		$16K Sell
940
-2,000
-68% -$35.3K ﹤0.01% 326
2017
Q4 		$51K Buy
+2,940
New +$50.3K 0.01% 220
2016
Q1 		– Sell
-5,800
Closed -$76K – 248
2015
Q4 		$76K Sell
5,800
-300
-5% -$4K 0.02% 137
2015
Q3 		$77K Sell
6,100
-15,140
-71% -$208K 0.02% 137
2015
Q2 		$305K Sell
21,240
-28,480
-57% -$413K 0.06% 93
2015
Q1 		$716K Sell
49,720
-124,260
-71% -$1.74M 0.13% 76
2014
Q4 		$2.4M Sell
173,980
-222,560
-56% -$2.96M 0.47% 60
2014
Q3 		$5.1M Buy
396,540
+34,880
+10% +$466K 1.1% 46
2014
Q2 		$4.96M Buy
361,660
+76,560
+27% +$1.01M 1.1% 46
2014
Q1 		$3.82M Buy
285,100
+277,360
+3,583% +$3.67M 0.9% 46
2013
Q4 		$102K Buy
7,740
+6,200
+403% +$77.9K 0.02% 111
2013
Q3 		$19K Hold
1,540
– – 0.01% 187
2013
Q2 		$17K Buy
+1,540
New +$16.7K 0.01% 194

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vigilant Capital Management's SCHA Position: Q1 2022 in Review

Vigilant Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 14,052 shares — an estimated $360K sold.

Vigilant Capital Management first reported a position in SCHA in Q2 2013 and held it in 25 quarters. The position peaked at $5.1M in Q3 2014. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

  • Vigilant Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 14,052 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $360K.
  • Vigilant Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and held it in 25 quarters.
  • Vigilant Capital Management's Schwab U.S Small- Cap ETF position peaked at $5.1M in Q3 2014.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.