Beacon Pointe Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Beacon Pointe Wealth Advisors’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 Q4	$935K	Sell	50,152 -6,768	-12%	-$122K	0.17%	109
2019 Q3	$980K	Buy	56,920 +7,428	+15%	+$131K	0.21%	103
2019 Q2	$877K	Sell	49,492 -3,616	-7%	-$63.9K	0.19%	108
2019 Q1	$915K	Sell	53,108 -6,440	-11%	-$110K	0.21%	100
2018 Q4	$899K	Buy	+59,548	New	+$1.01M	0.32%	78

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SCHA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q4 2019, selling an estimated $122K and leaving 50,152 shares worth $935K. The position accounts for 0.17% of the portfolio, ranked #109.

Beacon Pointe Wealth Advisors first reported a position in SCHA in Q4 2018 and has held it in 5 quarters since. The position peaked at $980K in Q3 2019. 707 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

Beacon Pointe Wealth Advisors held 50,152 shares of Schwab U.S Small- Cap ETF worth $935K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 6,768 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $122K.
Schwab U.S Small- Cap ETF made up 0.17% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #109 holding.
Beacon Pointe Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $980K in Q3 2019.
707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.