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Advus Financial Partners, LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advus Financial Partners, LLC’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
2022
Q2 		– Sell
-12,552
Closed -$297K – 140
2022
Q1 		$297K Buy
+12,552
New +$296K 0.15% 90
2021
Q3 		$286K Buy
+11,176
New +$284K 0.16% 75

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 $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advus Financial Partners, LLC's SCHA Position: Q2 2022 in Review

Advus Financial Partners, LLC sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 12,552 shares — an estimated $297K sold.

Advus Financial Partners, LLC first reported a position in SCHA in Q3 2021 and held it in 2 quarters. The position peaked at $297K in Q1 2022. 883 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

  • Advus Financial Partners, LLC reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 12,552 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $297K.
  • Advus Financial Partners, LLC first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and held it in 2 quarters.
  • Advus Financial Partners, LLC's Schwab U.S Small- Cap ETF position peaked at $297K in Q1 2022.
  • 883 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2022, filed 25 Aug 2026.