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Zullo Investment Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-364
Closed -$7.37K – 593
2022
Q4 		$7.37K Hold
364
– – ﹤0.01% 536
2022
Q3 		$7K Hold
364
– – ﹤0.01% 548
2022
Q2 		$7K Hold
364
– – ﹤0.01% 565
2022
Q1 		$9K Sell
364
-48
-12% -$1.13K ﹤0.01% 560
2021
Q4 		$11K Buy
+412
New +$10.7K 0.01% 518

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zullo Investment Group's SCHA Position: Q1 2023 in Review

Zullo Investment Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2023, closing a stake of 364 shares — an estimated $7.37K sold.

Zullo Investment Group first reported a position in SCHA in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 928 funds tracked by Wall St. Rank hold SCHA as of Q1 2023.

  • Zullo Investment Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 364 Schwab U.S Small- Cap ETF shares in Q1 2023, an estimated $7.37K.
  • Zullo Investment Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Schwab U.S Small- Cap ETF position peaked at $11K in Q4 2021.
  • 928 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.