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

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 $45.5B AUM 21.01% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return