Capital Advisory Group Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-4,452	Closed	-$83K	–	467
2019 Q4	$83K	Buy	+4,452	New	+$80.6K	0.04%	124

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Capital Advisory Group Advisory Services's SCHA Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 4,452 shares — an estimated $83K sold.

Capital Advisory Group Advisory Services first reported a position in SCHA in Q4 2019 and held it in 1 quarter. The position peaked at $83K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 4,452 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $83K.
Capital Advisory Group Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 1 quarter.
Capital Advisory Group Advisory Services's Schwab U.S Small- Cap ETF position peaked at $83K in Q4 2019.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.