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Wealthstreet Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealthstreet Investment Advisors’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 		– Sell
-100
Closed -$3K – 88
2021
Q2 		$3K Sell
100
-30,800
-100% -$787K 0.02% 92
2021
Q1 		$769K Buy
30,900
+100
+0.3% +$2.46K 0.08% 198
2020
Q4 		$685K Hold
30,800
– – 0.07% 207
2020
Q3 		$526K Hold
30,800
– – 0.06% 213
2020
Q2 		$503K Sell
30,800
-14,300
-32% -$214K 0.06% 211
2020
Q1 		$581K Buy
45,100
+11,000
+32% +$187K 0.09% 168
2019
Q4 		$645K Buy
34,100
+960
+3% +$17.4K 0.08% 208
2019
Q3 		$596K Buy
33,140
+2,100
+7% +$37.1K 0.08% 198
2019
Q2 		$555K Buy
31,040
+400
+1% +$7.07K 0.07% 210
2019
Q1 		$536K Sell
30,640
-1,500
-5% -$25.7K 0.07% 215
2018
Q4 		$537K Buy
32,140
+800
+3% +$13.5K 0.08% 204
2018
Q3 		$597K Buy
31,340
+1,740
+6% +$33.2K 0.07% 219
2018
Q2 		$544K Hold
29,600
– – 0.07% 226
2018
Q1 		$512K Sell
29,600
-100
-0.3% -$1.76K 0.06% 231
2017
Q4 		$518K Buy
+29,700
New +$508K 0.06% 227

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 $1.55T AUM 33.47% 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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealthstreet Investment Advisors's SCHA Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Wealthstreet Investment Advisors first reported a position in SCHA in Q4 2017 and held it in 15 quarters. The position peaked at $769K in Q1 2021. 839 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 100 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $3K.
  • Wealthstreet Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $769K in Q1 2021.
  • 839 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.