WOSD
SCHA icon

WFA of San Diego’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WFA of San Diego’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 		$20.6K Buy
800
+4
+0.5% +$99 0.02% 240
2024
Q2 		$18.9K Buy
+796
New +$18.9K 0.02% 249
2023
Q3 		$16.4K Buy
790
+4
+0.5% +$88 0.02% 249
2023
Q2 		$17.2K Buy
+786
New +$16.4K 0.02% 244
2023
Q1 		– Sell
-782
Closed -$15.8K – 351
2022
Q4 		$15.8K Buy
+782
New +$16K 0.01% 311
2022
Q3 		– Sell
-774
Closed -$15K – 332
2022
Q2 		$15K Buy
+774
New +$16.5K 0.01% 244

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

WFA of San Diego's SCHA Position: Q3 2024 in Review

WFA of San Diego increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.5% in Q3 2024, buying an estimated $99 and bringing the position to 800 shares worth $20.6K. The position accounts for 0.02% of the portfolio, ranked #240.

WFA of San Diego first reported a position in SCHA in Q2 2022 and has held it in 6 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • WFA of San Diego held 800 shares of Schwab U.S Small- Cap ETF worth $20.6K as of Q3 2024.
  • WFA of San Diego bought 4 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $99.
  • Schwab U.S Small- Cap ETF made up 0.02% of WFA of San Diego's portfolio in Q3 2024, its #240 holding.
  • WFA of San Diego first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 6 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.