Beese Fulmer Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Beese Fulmer Investment Management’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
2020 Q3	–	Sell	-240	Closed	-$4K	–	469
2020 Q2	$4K	Buy	+240	New	+$3.59K	﹤0.01%	552

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beese Fulmer Investment Management's SCHA Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2020, closing a stake of 240 shares — an estimated $4K sold.

Beese Fulmer Investment Management first reported a position in SCHA in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 637 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 240 Schwab U.S Small- Cap ETF shares in Q3 2020, an estimated $4K.
Beese Fulmer Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and held it in 1 quarter.
Beese Fulmer Investment Management's Schwab U.S Small- Cap ETF position peaked at $4K in Q2 2020.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.