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Alera Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-580
Closed -$10K – 828
2019
Q1 		$10K Buy
+580
New +$9.92K ﹤0.01% 479

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

Alera Investment Advisors's SCHA Position: Q2 2019 in Review

Alera Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2019, closing a stake of 580 shares — an estimated $10K sold.

Alera Investment Advisors first reported a position in SCHA in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 596 funds tracked by Wall St. Rank hold SCHA as of Q2 2019.

  • Alera Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 580 Schwab U.S Small- Cap ETF shares in Q2 2019, an estimated $10K.
  • Alera Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $10K in Q1 2019.
  • 596 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.