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Your Advocates Ltd’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Your Advocates Ltd’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
Q2 		– Sell
-2
Closed -$33 – 256
2024
Q1 		$33 Hold
2
– – ﹤0.01% 229
2023
Q4 		$31 Sell
2
-348
-99% -$7.33K ﹤0.01% 232
2023
Q3 		$7.23K Sell
350
-154
-31% -$3.38K ﹤0.01% 123
2023
Q2 		$11.1K Sell
504
-9,170
-95% -$191K 0.01% 126
2023
Q1 		$203K Sell
9,674
-218,548
-96% -$4.7M 0.11% 29
2022
Q4 		$4.62M Buy
228,222
+74,110
+48% +$1.52M 2.67% 10
2022
Q3 		$2.91M Buy
154,112
+40,794
+36% +$853K 1.75% 10
2022
Q2 		$2.21M Sell
113,318
-12,840
-10% -$274K 1.31% 11
2022
Q1 		$2.99M Sell
126,158
-1,010
-0.8% -$23.8K 1.7% 10
2021
Q4 		$3.26M Sell
127,168
-436
-0.3% -$11.3K 1.84% 10
2021
Q3 		$3.19M Buy
127,604
+1,884
+1% +$47.8K 2.07% 11
2021
Q2 		$3.27M Sell
125,720
-44,528
-26% -$1.14M 2.13% 11
2021
Q1 		$4.24M Sell
170,248
-176,236
-51% -$4.33M 3.14% 11
2020
Q4 		$7.71M Sell
346,484
-6,792
-2% -$135K 5.67% 9
2020
Q3 		$6.03M Buy
353,276
+122,444
+53% +$2.11M 4.73% 7
2020
Q2 		$3.88M Sell
230,832
-377,820
-62% -$5.66M 2.68% 9
2020
Q1 		$7.84M Buy
608,652
+554,948
+1,033% +$9.43M 6.77% 9
2019
Q4 		$1.02M Buy
+53,704
New +$972K 0.8% 14

Other funds holding SCHA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Your Advocates Ltd's SCHA Position: Q2 2024 in Review

Your Advocates Ltd sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2024, closing a stake of 2 shares — an estimated $33 sold.

Your Advocates Ltd first reported a position in SCHA in Q4 2019 and held it in 18 quarters. The position peaked at $7.84M in Q1 2020. 1,050 funds tracked by Wall St. Rank hold SCHA as of Q2 2024.

  • Your Advocates Ltd reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 2 Schwab U.S Small- Cap ETF shares in Q2 2024, an estimated $33.
  • Your Advocates Ltd first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 18 quarters.
  • Your Advocates Ltd's Schwab U.S Small- Cap ETF position peaked at $7.84M in Q1 2020.
  • 1,050 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2024.

Based on Your Advocates Ltd's 13F filing for Q2 2024, filed 29 Jul 2024.