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

440 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
2017
Q4 		$328K Hold
18,800
– – 0.23% 87
2017
Q3 		$317K Hold
18,800
– – 0.24% 83
2017
Q2 		$300K Hold
18,800
– – 0.24% 70
2017
Q1 		$296K Buy
+18,800
New +$294K 0.26% 66

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return

440 Investment Group's SCHA Position: Q4 2017 in Review

440 Investment Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2017 at 18,800 shares worth $328K. The position accounts for 0.23% of the portfolio, ranked #87.

440 Investment Group first reported a position in SCHA in Q1 2017 and has held it in 4 quarters since. 436 funds tracked by Wall St. Rank hold SCHA as of Q4 2017.

  • 440 Investment Group held 18,800 shares of Schwab U.S Small- Cap ETF worth $328K as of Q4 2017.
  • 440 Investment Group left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2017.
  • Schwab U.S Small- Cap ETF made up 0.23% of 440 Investment Group's portfolio in Q4 2017, its #87 holding.
  • 440 Investment Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 4 quarters since.
  • 436 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.