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Bridgeworth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-660
Closed -$11K – 451
2018
Q2 		$11K Buy
+660
New +$11.9K ﹤0.01% 435

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Bridgeworth's SCHA Position: Q3 2018 in Review

Bridgeworth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2018, closing a stake of 660 shares — an estimated $11K sold.

Bridgeworth first reported a position in SCHA in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • Bridgeworth reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 660 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $11K.
  • Bridgeworth first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Schwab U.S Small- Cap ETF position peaked at $11K in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.