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Western Pacific Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Western Pacific Wealth 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
Q2 		– Sell
-88
Closed -$2.17K – 278
2024
Q1 		$2.17K Buy
+88
New +$2.06K ﹤0.01% 245

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Western Pacific Wealth Management's SCHA Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 88 shares — an estimated $2.17K sold.

Western Pacific Wealth Management first reported a position in SCHA in Q1 2024 and held it in 1 quarter. The position peaked at $2.17K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 88 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $2.17K.
  • Western Pacific Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.17K in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.