Aris Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aris Wealth Services’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
2015 Q3	$152K	Sell	11,976 -5,604	-32%	-$77.1K	0.32%	47
2015 Q2	$253K	Hold	17,580	–	–	0.23%	94
2015 Q1	$253K	Sell	17,580 -10,128	-37%	-$141K	0.24%	91
2014 Q4	$382K	Sell	27,708 -6,100	-18%	-$81K	0.43%	81
2014 Q3	$434K	Sell	33,808 -1,052	-3%	-$14K	0.54%	74
2014 Q2	$478K	Sell	34,860 -836	-2%	-$11K	0.62%	64
2014 Q1	$478K	Buy	+35,696	New	+$472K	0.7%	55

Other funds holding SCHA

CSIA

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

FMP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aris Wealth Services's SCHA Position: Q3 2015 in Review

Aris Wealth Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 32% in Q3 2015, selling an estimated $77.1K and leaving 11,976 shares worth $152K. The position accounts for 0.32% of the portfolio, ranked #47.

Aris Wealth Services first reported a position in SCHA in Q1 2014 and has held it in 7 quarters since. The position peaked at $478K in Q2 2014. 217 funds tracked by Wall St. Rank hold SCHA as of Q3 2015.

Aris Wealth Services held 11,976 shares of Schwab U.S Small- Cap ETF worth $152K as of Q3 2015.
Aris Wealth Services sold 5,604 Schwab U.S Small- Cap ETF shares in Q3 2015, an estimated $77.1K.
Schwab U.S Small- Cap ETF made up 0.32% of Aris Wealth Services's portfolio in Q3 2015, its #47 holding.
Aris Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and has held it in 7 quarters since.
Aris Wealth Services's Schwab U.S Small- Cap ETF position peaked at $478K in Q2 2014.
217 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.