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

Wall Capital 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
Q1 		– Sell
-4,128
Closed -$87.9K – 31
2022
Q4 		$87.9K Buy
+4,128
New +$84.6K 0.12% 18
2018
Q1 		– Sell
-4,856
Closed -$85K – 44
2017
Q4 		$85K Hold
4,856
– – 0.05% 34
2017
Q3 		$82K Hold
4,856
– – 0.05% 35
2017
Q2 		$78K Hold
4,856
– – 0.05% 34
2017
Q1 		$76K Buy
+4,856
New +$76.1K 0.06% 29

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wall Capital Group's SCHA Position: Q1 2023 in Review

Wall Capital Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 4,128 shares — an estimated $87.9K sold.

Wall Capital Group first reported a position in SCHA in Q1 2017 and held it in 5 quarters. The position peaked at $87.9K in Q4 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

  • Wall Capital Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Wall Capital Group sold 4,128 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $87.9K.
  • Wall Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and held it in 5 quarters.
  • Wall Capital Group's Schwab U.S Small- Cap ETF position peaked at $87.9K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Wall Capital Group's 13F filing for Q1 2023, filed 18 Apr 2023.