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AllSquare Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

AllSquare Wealth Management’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
2018
Q4 		– Sell
-1,084
Closed -$21K – 484
2018
Q3 		$21K Hold
1,084
– – 0.02% 269
2018
Q2 		$20K Hold
1,084
– – 0.02% 273
2018
Q1 		$19K Hold
1,084
– – 0.02% 235
2017
Q4 		$19K Buy
+1,084
New +$18.6K 0.02% 237

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AllSquare Wealth Management's SCHA Position: Q4 2018 in Review

AllSquare Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2018, closing a stake of 1,084 shares — an estimated $21K sold.

AllSquare Wealth Management first reported a position in SCHA in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHA as of Q4 2018.

  • AllSquare Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 1,084 Schwab U.S Small- Cap ETF shares in Q4 2018, an estimated $21K.
  • AllSquare Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 4 quarters.
  • AllSquare Wealth Management's Schwab U.S Small- Cap ETF position peaked at $21K in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.