YorkBridge Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

YorkBridge Wealth Partners’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 Q4	$557K	Sell	27,490 -2,684	-9%	-$55K	0.14%	119
2022 Q3	$570K	Sell	30,174 -4,148	-12%	-$86.8K	0.15%	115
2022 Q2	$669K	Sell	34,322 -918	-3%	-$19.6K	0.17%	106
2022 Q1	$834K	Buy	35,240 +8,216	+30%	+$194K	0.18%	97
2021 Q4	$692K	Sell	27,024 -82,284	-75%	-$2.13M	0.16%	114
2021 Q3	$2.73M	Buy	109,308 +3,180	+3%	+$80.8K	0.69%	41
2021 Q2	$2.76M	Buy	106,128 +5,424	+5%	+$139K	0.72%	38
2021 Q1	$2.51M	Buy	100,704 +2,608	+3%	+$64.1K	0.74%	40
2020 Q4	$2.18M	Buy	98,096 +4,296	+5%	+$85.5K	0.73%	41
2020 Q3	$1.6M	Buy	93,800 +4,556	+5%	+$78.4K	0.67%	43
2020 Q2	$1.46M	Buy	89,244 +8,924	+11%	+$134K	0.67%	46
2020 Q1	$1.03M	Buy	80,320 +3,456	+4%	+$58.7K	0.64%	52
2019 Q4	$1.45M	Buy	76,864 +2,144	+3%	+$38.8K	0.67%	48
2019 Q3	$1.3M	Buy	74,720 +6,444	+9%	+$114K	0.66%	49
2019 Q2	$1.22M	Buy	68,276 +3,456	+5%	+$61.1K	0.54%	53
2019 Q1	$1.13M	Buy	64,820 +3,368	+5%	+$57.6K	0.52%	57
2018 Q4	$932K	Buy	61,452 +4,300	+8%	+$72.7K	0.49%	58
2018 Q3	$1.07M	Sell	57,152 -14,616	-20%	-$279K	0.49%	58
2018 Q2	$1.32M	Buy	71,768 +8,392	+13%	+$152K	0.58%	46
2018 Q1	$1.11M	Buy	63,376 +17,892	+39%	+$315K	0.51%	57
2017 Q4	$771K	Buy	+45,484	New	+$779K	0.37%	73

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YorkBridge Wealth Partners's SCHA Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.9% in Q4 2022, selling an estimated $55K and leaving 27,490 shares worth $557K. The position accounts for 0.14% of the portfolio, ranked #119.

YorkBridge Wealth Partners first reported a position in SCHA in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.76M in Q2 2021. 941 funds tracked by Wall St. Rank hold SCHA as of Q4 2022.

YorkBridge Wealth Partners held 27,490 shares of Schwab U.S Small- Cap ETF worth $557K as of Q4 2022.
YorkBridge Wealth Partners sold 2,684 Schwab U.S Small- Cap ETF shares in Q4 2022, an estimated $55K.
Schwab U.S Small- Cap ETF made up 0.14% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #119 holding.
YorkBridge Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 21 quarters since.
YorkBridge Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $2.76M in Q2 2021.
941 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.