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

WestHill 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
2023 Q4	–	Sell	-764	Closed	-$15.8K	–	101
2023 Q3	$15.8K	Sell	764 -360	-32%	-$7.9K	﹤0.01%	100
2023 Q2	$24.6K	Hold	1,124	–	–	0.01%	92
2023 Q1	$23.6K	Sell	1,124 -220	-16%	-$4.73K	0.01%	91
2022 Q4	$27.2K	Hold	1,344	–	–	0.01%	93
2022 Q3	$25K	Hold	1,344	–	–	0.01%	85
2022 Q2	$26K	Hold	1,344	–	–	0.01%	88
2022 Q1	$32K	Hold	1,344	–	–	0.01%	93
2021 Q4	$34K	Hold	1,344	–	–	0.01%	95
2021 Q3	$34K	Buy	+1,344	New	+$34.1K	0.01%	79

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WestHill Financial Advisors's SCHA Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2023, closing a stake of 764 shares — an estimated $15.8K sold.

WestHill Financial Advisors first reported a position in SCHA in Q3 2021 and held it in 9 quarters. The position peaked at $34K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold SCHA as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 764 Schwab U.S Small- Cap ETF shares in Q4 2023, an estimated $15.8K.
WestHill Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $34K in Q4 2021.
1,055 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.