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Brandywine Oak Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-104
Closed -$1K – 543
2018
Q4 		$1K Buy
+104
New +$1.76K ﹤0.01% 691

Other funds holding SCHA

CSIA
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
PCA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Brandywine Oak Private Wealth's SCHA Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2019, closing a stake of 104 shares — an estimated $1K sold.

Brandywine Oak Private Wealth first reported a position in SCHA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 584 funds tracked by Wall St. Rank hold SCHA as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 104 Schwab U.S Small- Cap ETF shares in Q1 2019, an estimated $1K.
  • Brandywine Oak Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Schwab U.S Small- Cap ETF position peaked at $1K in Q4 2018.
  • 584 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.