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VisionPoint Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

VisionPoint Advisory Group’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
-2,434
Closed -$50.4K – 861
2023
Q3 		$50.4K Buy
+2,434
New +$53.4K 0.02% 249

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

VisionPoint Advisory Group's SCHA Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 2,434 shares — an estimated $50.4K sold.

VisionPoint Advisory Group first reported a position in SCHA in Q3 2023 and held it in 1 quarter. The position peaked at $50.4K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,434 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $50.4K.
  • VisionPoint Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Schwab U.S Small- Cap ETF position peaked at $50.4K in Q3 2023.
  • 1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.