Blue Chip Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blue Chip Wealth 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	$248K	Sell	14,532 -276	-2%	-$4.75K	0.2%	91
2020 Q2	$242K	Buy	+14,808	New	+$222K	0.23%	86
2020 Q1	–	Sell	-26,308	Closed	-$498K	–	103
2019 Q4	$498K	Sell	26,308 -2,168	-8%	-$39.2K	0.46%	56
2019 Q3	$496K	Sell	28,476 -9,728	-25%	-$172K	0.52%	52
2019 Q2	$683K	Sell	38,204 -7,012	-16%	-$124K	0.72%	41
2019 Q1	$790K	Buy	45,216 +1,800	+4%	+$30.8K	0.9%	36
2018 Q4	$659K	Buy	43,416 +1,128	+3%	+$19.1K	0.86%	37
2018 Q3	$805K	Buy	42,288 +9,656	+30%	+$184K	0.81%	37
2018 Q2	$600K	Buy	32,632 +10,184	+45%	+$184K	0.65%	46
2018 Q1	$388K	Buy	+22,448	New	+$396K	0.4%	61

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 $113B AUM 34.64% 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 $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Chip Wealth Management's SCHA Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.9% in Q3 2020, selling an estimated $4.75K and leaving 14,532 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #91.

Blue Chip Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 10 quarters since. The position peaked at $805K in Q3 2018. 638 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

Blue Chip Wealth Management held 14,532 shares of Schwab U.S Small- Cap ETF worth $248K as of Q3 2020.
Blue Chip Wealth Management sold 276 Schwab U.S Small- Cap ETF shares in Q3 2020, an estimated $4.75K.
Schwab U.S Small- Cap ETF made up 0.2% of Blue Chip Wealth Management's portfolio in Q3 2020, its #91 holding.
Blue Chip Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 10 quarters since.
Blue Chip Wealth Management's Schwab U.S Small- Cap ETF position peaked at $805K in Q3 2018.
638 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.