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

Wealth Quarterback’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
2021
Q3 		$45K Buy
+1,816
New +$46.1K 0.03% 255
2020
Q2 		– Sell
-1,116
Closed -$14.4K – 634
2020
Q1 		$14.4K Sell
1,116
-198,668
-99% -$3.38M 0.01% 404
2019
Q4 		$1.28K Buy
+199,784
New +$3.62M ﹤0.01% 814

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Quarterback's SCHA Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2021: 1,816 shares worth $45K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in SCHA as recently as Q1 2020.

Wealth Quarterback first reported a position in SCHA in Q4 2019 and has held it in 3 quarters since. 837 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • Wealth Quarterback held 1,816 shares of Schwab U.S Small- Cap ETF worth $45K as of Q3 2021.
  • Schwab U.S Small- Cap ETF was a new Wealth Quarterback position in Q3 2021.
  • Schwab U.S Small- Cap ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #255 holding.
  • Wealth Quarterback first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • 837 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.