Wolverine Trading
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Wolverine Trading’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wolverine Trading’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
Q3 		– Sell
-17,200
Closed -$375K – 5023
2023
Q2 		$375K Buy
17,200
+4,600
+37% +$95.9K ﹤0.01% 2880
2023
Q1 		$259K Buy
+12,600
New +$271K ﹤0.01% 3164
2020
Q3 		– Sell
-13,200
Closed -$213K – 5066
2020
Q2 		$213K Buy
+13,200
New +$198K ﹤0.01% 3750
2018
Q1 		– Sell
-12,000
Closed -$209K – 5749
2017
Q4 		$209K Buy
+12,000
New +$205K ﹤0.01% 4088

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wolverine Trading's SCHA Position: Q2 2021 in Review

Wolverine Trading sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2021, closing a stake of 11,288 shares — an estimated $279K sold.

Wolverine Trading first reported a position in SCHA in Q1 2021 and held it in 1 quarter. The position peaked at $279K in Q1 2021. 838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

  • Wolverine Trading reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wolverine Trading sold 11,288 Schwab U.S Small- Cap ETF shares in Q2 2021, an estimated $279K.
  • Wolverine Trading first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 1 quarter.
  • Wolverine Trading's Schwab U.S Small- Cap ETF position peaked at $279K in Q1 2021.
  • 838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Wolverine Trading's 13F filing for Q2 2021, filed 6 Aug 2021.