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West Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

West Financial 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
Q2 		– Sell
-104
Closed -$3K – 153
2021
Q1 		$3K Hold
104
– – ﹤0.01% 137
2020
Q4 		$2K Buy
+104
New +$2.07K ﹤0.01% 140

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

West Financial Advisors's SCHA Position: Q2 2021 in Review

West Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 104 shares — an estimated $3K sold.

West Financial Advisors first reported a position in SCHA in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

  • West Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
  • West Financial Advisors sold 104 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $3K.
  • West Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 2 quarters.
  • West Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $3K in Q1 2021.
  • 838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on West Financial Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.