Atwood & Palmer’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-1,820	Closed	-$29K	–	326
2017 Q1	$29K	Hold	1,820	–	–	﹤0.01%	199
2016 Q4	$28K	Hold	1,820	–	–	0.01%	205
2016 Q3	$26K	Hold	1,820	–	–	﹤0.01%	209
2016 Q2	$25K	Hold	1,820	–	–	﹤0.01%	212
2016 Q1	$24K	Hold	1,820	–	–	﹤0.01%	222
2015 Q4	$24K	Hold	1,820	–	–	﹤0.01%	259
2015 Q3	$23K	Buy	+1,820	New	+$25.1K	﹤0.01%	256

Other funds holding SCHA

CSIA

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

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

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

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

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

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

FMP

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

ACM

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

RJFSA

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

Atwood & Palmer's SCHA Position: Q2 2017 in Review

Atwood & Palmer sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2017, closing a stake of 1,820 shares — an estimated $29K sold.

Atwood & Palmer first reported a position in SCHA in Q3 2015 and held it in 7 quarters. The position peaked at $29K in Q1 2017. 332 funds tracked by Wall St. Rank hold SCHA as of Q2 2017.

Atwood & Palmer reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2017 after selling out during the quarter.
Atwood & Palmer sold 1,820 Schwab U.S Small- Cap ETF shares in Q2 2017, an estimated $29K.
Atwood & Palmer first reported a position in Schwab U.S Small- Cap ETF in Q3 2015 and held it in 7 quarters.
Atwood & Palmer's Schwab U.S Small- Cap ETF position peaked at $29K in Q1 2017.
332 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2017.

Based on Atwood & Palmer's 13F filing for Q2 2017, filed 8 Aug 2017.