WFA Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WFA Asset 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
2023 Q1	–	Sell	-852	Closed	-$17.2K	–	248
2022 Q4	$17.2K	Buy	852 +6	+0.7%	+$123	0.01%	135
2022 Q3	$16K	Buy	+846	New	+$17.7K	0.01%	136

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WFA Asset Management's SCHA Position: Q1 2023 in Review

WFA Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 852 shares — an estimated $17.2K sold.

WFA Asset Management first reported a position in SCHA in Q3 2022 and held it in 2 quarters. The position peaked at $17.2K in Q4 2022. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

WFA Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
WFA Asset Management sold 852 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $17.2K.
WFA Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and held it in 2 quarters.
WFA Asset Management's Schwab U.S Small- Cap ETF position peaked at $17.2K in Q4 2022.
928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on WFA Asset Management's 13F filing for Q1 2023, filed 13 Oct 2023.