Buffington Mohr McNeal’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Buffington Mohr McNeal’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	-23,596	Closed	-$385K	–	122
2020 Q2	$385K	Sell	23,596 -3,268	-12%	-$48.9K	0.11%	93
2020 Q1	$346K	Sell	26,864 -1,968	-7%	-$33.4K	0.12%	93
2019 Q4	$545K	Sell	28,832 -340	-1%	-$6.15K	0.15%	87
2019 Q3	$509K	Buy	29,172 +52	+0.2%	+$918	0.16%	87
2019 Q2	$520K	Sell	29,120 -740	-2%	-$13.1K	0.16%	91
2019 Q1	$522K	Sell	29,860 -68	-0.2%	-$1.16K	0.17%	90
2018 Q4	$454K	Buy	29,928 +152	+0.5%	+$2.57K	0.18%	89
2018 Q3	$567K	Sell	29,776 -372	-1%	-$7.09K	0.2%	85
2018 Q2	$554K	Buy	30,148 +548	+2%	+$9.91K	0.21%	82
2018 Q1	$512K	Sell	29,600 -2,004	-6%	-$35.3K	0.2%	87
2017 Q4	$551K	Sell	31,604 -260	-0.8%	-$4.45K	0.21%	84
2017 Q3	$542K	Buy	31,864 +1,232	+4%	+$19.8K	0.21%	82
2017 Q2	$489K	Buy	30,632 +260	+0.9%	+$4.11K	0.19%	88
2017 Q1	$478K	Buy	30,372 +8,152	+37%	+$128K	0.21%	76
2016 Q4	$342K	Buy	+22,220	New	+$327K	0.13%	96

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

Buffington Mohr McNeal's SCHA Position: Q3 2020 in Review

Buffington Mohr McNeal sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2020, closing a stake of 23,596 shares — an estimated $385K sold.

Buffington Mohr McNeal first reported a position in SCHA in Q4 2016 and held it in 15 quarters. The position peaked at $567K in Q3 2018. 637 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

Buffington Mohr McNeal reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2020 after selling out during the quarter.
Buffington Mohr McNeal sold 23,596 Schwab U.S Small- Cap ETF shares in Q3 2020, an estimated $385K.
Buffington Mohr McNeal first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 15 quarters.
Buffington Mohr McNeal's Schwab U.S Small- Cap ETF position peaked at $567K in Q3 2018.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on Buffington Mohr McNeal's 13F filing for Q3 2020, filed 26 Oct 2020.