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Capital Planning Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Planning Advisors’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
2015
Q4 		– Sell
-49,712
Closed -$631K – 108
2015
Q3 		$631K Buy
+49,712
New +$684K 0.41% 48

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Capital Planning Advisors's SCHA Position: Q4 2015 in Review

Capital Planning Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2015, closing a stake of 49,712 shares — an estimated $631K sold.

Capital Planning Advisors first reported a position in SCHA in Q3 2015 and held it in 1 quarter. The position peaked at $631K in Q3 2015. 227 funds tracked by Wall St. Rank hold SCHA as of Q4 2015.

  • Capital Planning Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Capital Planning Advisors sold 49,712 Schwab U.S Small- Cap ETF shares in Q4 2015, an estimated $631K.
  • Capital Planning Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2015 and held it in 1 quarter.
  • Capital Planning Advisors's Schwab U.S Small- Cap ETF position peaked at $631K in Q3 2015.
  • 227 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2015.

Based on Capital Planning Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.