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West Branch Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

West Branch Capital’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
-128
Closed -$3.04K – 636
2024
Q2 		$3.04K Hold
128
– – ﹤0.01% 362
2024
Q1 		$3.16K Hold
128
– – ﹤0.01% 359
2023
Q4 		$3.02K Buy
+128
New +$2.7K ﹤0.01% 380

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

West Branch Capital's SCHA Position: Q3 2024 in Review

West Branch Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 128 shares — an estimated $3.04K sold.

West Branch Capital first reported a position in SCHA in Q4 2023 and held it in 3 quarters. The position peaked at $3.16K in Q1 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • West Branch Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • West Branch Capital sold 128 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $3.04K.
  • West Branch Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 3 quarters.
  • West Branch Capital's Schwab U.S Small- Cap ETF position peaked at $3.16K in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.