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Wilbanks Smith & Thomas Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$488K Buy
19,822
+232
+1% +$5.43K 0.01% 351
2023
Q4 		$463K Buy
19,590
+1,720
+10% +$36.3K 0.01% 345
2023
Q3 		$370K Buy
17,870
+192
+1% +$4.21K 0.01% 364
2023
Q2 		$387K Buy
17,678
+850
+5% +$17.7K 0.01% 367
2023
Q1 		$353K Sell
16,828
-3,742
-18% -$80.4K 0.01% 373
2022
Q4 		$417K Sell
20,570
-758
-4% -$15.5K 0.02% 335
2022
Q3 		$403K Buy
21,328
+42
+0.2% +$878 0.02% 311
2022
Q2 		$415K Buy
21,286
+1,198
+6% +$25.6K 0.02% 323
2022
Q1 		$441K Sell
20,088
-1,880
-9% -$44.4K 0.02% 330
2021
Q4 		$562K Sell
21,968
-468
-2% -$12.1K 0.02% 310
2021
Q3 		$561K Sell
22,436
-128
-0.6% -$3.25K 0.02% 290
2021
Q2 		$588K Buy
22,564
+372
+2% +$9.51K 0.02% 287
2021
Q1 		$553K Sell
22,192
-332
-1% -$8.16K 0.02% 275
2020
Q4 		$501K Buy
22,524
+2,396
+12% +$47.7K 0.02% 262
2020
Q3 		$344K Buy
20,128
+1,052
+6% +$18.1K 0.02% 293
2020
Q2 		$312K Buy
19,076
+1,892
+11% +$28.3K 0.02% 300
2020
Q1 		$221K Buy
17,184
+1,308
+8% +$22.2K 0.02% 329
2019
Q4 		$300K Sell
15,876
-88
-0.6% -$1.59K 0.02% 332
2019
Q3 		$278K Buy
15,964
+1,844
+13% +$32.6K 0.02% 328
2019
Q2 		$252K Buy
14,120
+1,088
+8% +$19.2K 0.02% 351
2019
Q1 		$228K Buy
+13,032
New +$223K 0.01% 370
2018
Q4 		– Sell
-4,628
Closed -$88K – 1131
2018
Q3 		$88K Buy
+4,628
New +$88.3K 0.01% 570
2015
Q1 		– Sell
-32,840
Closed -$453K – 318
2014
Q4 		$453K Buy
32,840
+240
+0.7% +$3.19K 0.05% 184
2014
Q3 		$419K Sell
32,600
-33,560
-51% -$448K 0.05% 179
2014
Q2 		$907K Sell
66,160
-13,400
-17% -$177K 0.1% 125
2014
Q1 		$1.07M Sell
79,560
-28,180
-26% -$373K 0.12% 108
2013
Q4 		$1.41M Sell
107,740
-10,740
-9% -$135K 0.17% 89
2013
Q3 		$1.43M Buy
118,480
+27,020
+30% +$317K 0.19% 90
2013
Q2 		$1.01M Buy
+91,460
New +$992K 0.15% 99

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2024, buying an estimated $5.43K and bringing the position to 19,822 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #351.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHA in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.43M in Q3 2013. 1,048 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 19,822 shares of Schwab U.S Small- Cap ETF worth $488K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 232 Schwab U.S Small- Cap ETF shares in Q1 2024, an estimated $5.43K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #351 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 29 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Schwab U.S Small- Cap ETF position peaked at $1.43M in Q3 2013.
  • 1,048 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.