Capital One National Association’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital One National Association’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 Q4	$293K	Buy	+15,500	New	+$280K	0.04%	268

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

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

FMT

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Capital One National Association's SCHA Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2019: 15,500 shares worth $293K. The stake represents 0.04% of the portfolio and ranks #268 among its holdings.

708 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

Capital One National Association held 15,500 shares of Schwab U.S Small- Cap ETF worth $293K as of Q4 2019.
Schwab U.S Small- Cap ETF was a new Capital One National Association position in Q4 2019.
Schwab U.S Small- Cap ETF made up 0.04% of Capital One National Association's portfolio in Q4 2019, its #268 holding.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.