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

BB&T Securities’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 Q3	$7.69M	Sell	441,208 -2,468	-0.6%	-$43.6K	0.07%	322
2019 Q2	$7.93M	Buy	443,676 +8,476	+2%	+$150K	0.07%	321
2019 Q1	$7.61M	Buy	435,200 +5,908	+1%	+$101K	0.07%	327
2018 Q4	$6.51M	Sell	429,292 -26,000	-6%	-$439K	0.07%	319
2018 Q3	$8.67M	Sell	455,292 -32,136	-7%	-$613K	0.09%	301
2018 Q2	$8.96M	Sell	487,428 -480	-0.1%	-$8.69K	0.1%	276
2018 Q1	$8.43M	Buy	487,908 +454,360	+1,354%	+$8.01M	0.1%	280
2017 Q4	$584K	Sell	33,548 -2,072	-6%	-$35.5K	0.01%	945
2017 Q3	$599K	Buy	35,620 +364	+1%	+$5.85K	0.01%	924
2017 Q2	$563K	Buy	+35,256	New	+$557K	0.01%	934

Other funds holding SCHA

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return