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Wealthcare Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealthcare Capital Management’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
2024
Q3 		– Sell
-14,272
Closed -$339K – 88
2024
Q2 		$339K Sell
14,272
-624
-4% -$14.8K 0.04% 62
2024
Q1 		$367K Sell
14,896
-22,028
-60% -$516K 0.04% 61
2023
Q4 		$872K Sell
36,924
-8,856
-19% -$187K 0.1% 38
2023
Q3 		$948K Buy
45,780
+19,816
+76% +$435K 0.12% 35
2023
Q2 		$569K Buy
25,964
+6,158
+31% +$128K 0.07% 41
2023
Q1 		$415K Buy
19,806
+1,540
+8% +$33.1K 0.05% 52
2022
Q4 		$370K Sell
18,266
-2,610
-13% -$53.5K 0.05% 58
2022
Q3 		$395K Sell
20,876
-718
-3% -$15K 0.05% 47
2022
Q2 		$421K Buy
21,594
+2
+0% +$43 0.05% 48
2022
Q1 		$511K Sell
21,592
-2,996
-12% -$70.7K 0.05% 48
2021
Q4 		$629K Sell
24,588
-3,748
-13% -$97K 0.06% 48
2021
Q3 		$709K Buy
28,336
+864
+3% +$21.9K 0.07% 38
2021
Q2 		$716K Sell
27,472
-1,512
-5% -$38.7K 0.07% 39
2021
Q1 		$722K Sell
28,984
-380
-1% -$9.35K 0.07% 35
2020
Q4 		$653K Sell
29,364
-6,692
-19% -$133K 0.07% 35
2020
Q3 		$616K Buy
36,056
+3,596
+11% +$61.9K 0.07% 34
2020
Q2 		$530K Buy
32,460
+5,072
+19% +$75.9K 0.06% 35
2020
Q1 		$353K Buy
27,388
+3,880
+17% +$65.9K 0.05% 42
2019
Q4 		$445K Sell
23,508
-88
-0.4% -$1.59K 0.05% 39
2019
Q3 		$411K Buy
23,596
+9,784
+71% +$173K 0.05% 37
2019
Q2 		$247K Buy
13,812
+92
+0.7% +$1.63K 0.03% 48
2019
Q1 		$240K Buy
13,720
+3,828
+39% +$65.5K 0.03% 49
2018
Q4 		$150K Buy
9,892
+8
+0.1% +$135 0.02% 60
2018
Q3 		$188K Hold
9,884
– – 0.02% 49
2018
Q2 		$182K Hold
9,884
– – 0.02% 50
2018
Q1 		$171K Sell
9,884
-1,296
-12% -$22.8K 0.02% 49
2017
Q4 		$195K Hold
11,180
– – 0.02% 46
2017
Q3 		$188K Hold
11,180
– – 0.02% 44
2017
Q2 		$179K Hold
11,180
– – 0.02% 46
2017
Q1 		$176K Hold
11,180
– – 0.02% 47
2016
Q4 		$172K Buy
11,180
+4
+0% +$59 0.02% 49
2016
Q3 		$161K Hold
11,176
– – 0.02% 46
2016
Q2 		$151K Hold
11,176
– – 0.02% 47
2016
Q1 		$145K Buy
11,176
+936
+9% +$11.3K 0.02% 48
2015
Q4 		$133K Buy
10,240
+9,320
+1,013% +$124K 0.02% 58
2015
Q3 		$12K Hold
920
– – ﹤0.01% 149
2015
Q2 		$13K Hold
920
– – ﹤0.01% 186
2015
Q1 		$13K Hold
920
– – ﹤0.01% 463
2014
Q4 		$13K Hold
920
– – ﹤0.01% 125
2014
Q3 		$12K Buy
920
+4
+0.4% +$53 ﹤0.01% 137
2014
Q2 		$13K Hold
916
– – ﹤0.01% 119
2014
Q1 		$12K Buy
+916
New +$12.1K ﹤0.01% 119

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Capital Management's SCHA Position: Q3 2024 in Review

Wealthcare Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 14,272 shares — an estimated $339K sold.

Wealthcare Capital Management first reported a position in SCHA in Q1 2014 and held it in 42 quarters. The position peaked at $948K in Q3 2023. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Wealthcare Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Capital Management sold 14,272 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $339K.
  • Wealthcare Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and held it in 42 quarters.
  • Wealthcare Capital Management's Schwab U.S Small- Cap ETF position peaked at $948K in Q3 2023.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Wealthcare Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.