WR Wealth Planners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WR Wealth Planners’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 Q4	$1.43M	Sell	55,375 -66,459	-55%	-$1.77M	0.46%	32
2024 Q3	$3.14M	Buy	121,834 +120,284	+7,760%	+$2.99M	0.87%	22
2024 Q2	$36.8K	Sell	1,550 -722	-32%	-$17.1K	0.01%	367
2024 Q1	$55.9K	Buy	+2,272	New	+$53.2K	0.02%	317
2023 Q4	–	Sell	-5,338	Closed	-$111K	–	725
2023 Q3	$111K	Sell	5,338 -174	-3%	-$3.82K	0.04%	223
2023 Q2	$121K	Sell	5,512 -904	-14%	-$18.8K	0.05%	221
2023 Q1	$135K	Sell	6,416 -17,890	-74%	-$385K	0.06%	205
2022 Q4	$492K	Sell	24,306 -17,230	-41%	-$353K	0.3%	52
2022 Q3	$785K	Sell	41,536 -2,264	-5%	-$47.4K	0.55%	32
2022 Q2	$854K	Sell	43,800 -418	-0.9%	-$8.94K	0.56%	30
2022 Q1	$1.05M	Buy	+44,218	New	+$1.04M	0.62%	31

Other funds holding SCHA

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's SCHA Position: Q4 2024 in Review

WR Wealth Planners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 55% in Q4 2024, selling an estimated $1.77M and leaving 55,375 shares worth $1.43M. The position accounts for 0.46% of the portfolio, ranked #32.

WR Wealth Planners first reported a position in SCHA in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.14M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

WR Wealth Planners held 55,375 shares of Schwab U.S Small- Cap ETF worth $1.43M as of Q4 2024.
WR Wealth Planners sold 66,459 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $1.77M.
Schwab U.S Small- Cap ETF made up 0.46% of WR Wealth Planners's portfolio in Q4 2024, its #32 holding.
WR Wealth Planners first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Schwab U.S Small- Cap ETF position peaked at $3.14M in Q3 2024.
1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.