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Wambolt & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-10,834
Closed -$227K – 262
2023
Q1 		$227K Buy
+10,834
New +$233K 0.08% 239

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wambolt & Associates's SCHA Position: Q2 2023 in Review

Wambolt & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 10,834 shares — an estimated $227K sold.

Wambolt & Associates first reported a position in SCHA in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

  • Wambolt & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 10,834 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $227K.
  • Wambolt & Associates first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Schwab U.S Small- Cap ETF position peaked at $227K in Q1 2023.
  • 957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.