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Boston Private Bank & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$29K Hold
2,000
– – ﹤0.01% 665
2014
Q4 		$28K Buy
+2,000
New +$26.6K ﹤0.01% 692

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Boston Private Bank & Trust's SCHA Position: Q1 2015 in Review

Boston Private Bank & Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2015 at 2,000 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Boston Private Bank & Trust first reported a position in SCHA in Q4 2014 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold SCHA as of Q1 2015.

  • Boston Private Bank & Trust held 2,000 shares of Schwab U.S Small- Cap ETF worth $29K as of Q1 2015.
  • Boston Private Bank & Trust left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2015.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #665 holding.
  • Boston Private Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.