WT Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WT Wealth 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 Q2	–	Sell	-23,070	Closed	-$484K	–	108
2023 Q1	$484K	Hold	23,070	–	–	0.21%	90
2022 Q4	$467K	Buy	+23,070	New	+$473K	0.23%	76

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

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

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

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

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

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

WT Wealth Management's SCHA Position: Q2 2023 in Review

WT Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 23,070 shares — an estimated $484K sold.

WT Wealth Management first reported a position in SCHA in Q4 2022 and held it in 2 quarters. The position peaked at $484K in Q1 2023. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

WT Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
WT Wealth Management sold 23,070 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $484K.
WT Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 2 quarters.
WT Wealth Management's Schwab U.S Small- Cap ETF position peaked at $484K in Q1 2023.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.