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Wealth Advisory Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealth Advisory Solutions’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
-46,482
Closed -$572K – 129
2023
Q2 		$572K Buy
+46,482
New +$969K 0.15% 80

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

Wealth Advisory Solutions's SCHA Position: Q3 2023 in Review

Wealth Advisory Solutions sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 46,482 shares — an estimated $572K sold.

Wealth Advisory Solutions first reported a position in SCHA in Q2 2023 and held it in 1 quarter. The position peaked at $572K in Q2 2023. 941 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

  • Wealth Advisory Solutions reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 46,482 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $572K.
  • Wealth Advisory Solutions first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 1 quarter.
  • Wealth Advisory Solutions's Schwab U.S Small- Cap ETF position peaked at $572K in Q2 2023.
  • 941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on Wealth Advisory Solutions's 13F filing for Q3 2023, filed 7 Feb 2024.