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BB&T Investment Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BB&T Investment 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
2017
Q4 		$8.57M Buy
491,880
+4,528
+0.9% +$77.5K 1.44% 11
2017
Q3 		$8.21M Buy
487,352
+28,564
+6% +$459K 1.64% 8
2017
Q2 		$7.32M Buy
458,788
+168,276
+58% +$2.66M 1.84% 7
2017
Q1 		$4.58M Buy
+290,512
New +$4.55M 1.79% 7

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Charles Schwab
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
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

BB&T Investment Services's SCHA Position: Q4 2017 in Review

BB&T Investment Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.93% in Q4 2017, buying an estimated $77.5K and bringing the position to 491,880 shares worth $8.57M. The position accounts for 1.44% of the portfolio, ranked #11.

BB&T Investment Services first reported a position in SCHA in Q1 2017 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold SCHA as of Q4 2017.

  • BB&T Investment Services held 491,880 shares of Schwab U.S Small- Cap ETF worth $8.57M as of Q4 2017.
  • BB&T Investment Services bought 4,528 Schwab U.S Small- Cap ETF shares in Q4 2017, an estimated $77.5K.
  • Schwab U.S Small- Cap ETF made up 1.44% of BB&T Investment Services's portfolio in Q4 2017, its #11 holding.
  • BB&T Investment Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.