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

Advisor 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
2019
Q4 		$1.17M Buy
61,808
+10,240
+20% +$185K 0.01% 1101
2019
Q3 		$900K Buy
51,568
+1,780
+4% +$31.4K 0.01% 1200
2019
Q2 		$890K Buy
49,788
+1,280
+3% +$22.6K 0.01% 1192
2019
Q1 		$848K Buy
48,508
+2,736
+6% +$46.8K 0.01% 1204
2018
Q4 		$694K Sell
45,772
-116,672
-72% -$1.97M 0.01% 1184
2018
Q3 		$3.09M Buy
162,444
+118,172
+267% +$2.25M 0.03% 484
2018
Q2 		$814K Buy
44,272
+3,868
+10% +$70K 0.01% 983
2018
Q1 		$698K Buy
40,404
+1,600
+4% +$28.2K 0.01% 1087
2017
Q4 		$677K Buy
38,804
+5,568
+17% +$95.3K 0.01% 1130
2017
Q3 		$558K Buy
33,236
+1,984
+6% +$31.9K 0.01% 1137
2017
Q2 		$499K Sell
31,252
-149,416
-83% -$2.36M 0.01% 1145
2017
Q1 		$2.85M Sell
180,668
-261,828
-59% -$4.1M 0.06% 343
2016
Q4 		$6.8M Buy
442,496
+416,780
+1,621% +$6.13M 0.15% 147
2016
Q3 		$369K Sell
25,716
-4,024
-14% -$57.1K 0.01% 1148
2016
Q2 		$399K Buy
+29,740
New +$395K 0.01% 1041

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 $108B AUM 26.14% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisor Group's SCHA Position: Q4 2019 in Review

Advisor Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q4 2019, buying an estimated $185K and bringing the position to 61,808 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1101.

Advisor Group first reported a position in SCHA in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.8M in Q4 2016. 707 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

  • Advisor Group held 61,808 shares of Schwab U.S Small- Cap ETF worth $1.17M as of Q4 2019.
  • Advisor Group bought 10,240 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $185K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1101 holding.
  • Advisor Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Schwab U.S Small- Cap ETF position peaked at $6.8M in Q4 2016.
  • 707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.