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VitalStone Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

VitalStone Financial’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
Q3 		– Sell
-524
Closed -$11K – 607
2023
Q2 		$11K Buy
+524
New +$10.9K 0.01% 622

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
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

VitalStone Financial's SCHA Position: Q3 2023 in Review

VitalStone Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 524 shares — an estimated $11K sold.

VitalStone Financial first reported a position in SCHA in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 941 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

  • VitalStone Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 524 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $11K.
  • VitalStone Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 1 quarter.
  • VitalStone Financial's Schwab U.S Small- Cap ETF position peaked at $11K in Q2 2023.
  • 941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.