Clarus Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-3,680	Closed	-$66K	–	473
2019 Q2	$66K	Buy	3,680 +400	+12%	+$7.07K	0.05%	242
2019 Q1	$57K	Buy	3,280 +12	+0.4%	+$205	0.04%	268
2018 Q4	$50K	Buy	3,268 +16	+0.5%	+$270	0.08%	257
2018 Q3	$62K	Buy	3,252 +416	+15%	+$7.93K	0.04%	265
2018 Q2	$49K	Buy	+2,836	New	+$51.3K	0.04%	290

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FMT

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

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

Clarus Wealth Advisors's SCHA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2019, closing a stake of 3,680 shares — an estimated $66K sold.

Clarus Wealth Advisors first reported a position in SCHA in Q2 2018 and held it in 5 quarters. The position peaked at $66K in Q2 2019. 598 funds tracked by Wall St. Rank hold SCHA as of Q3 2019.

Clarus Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,680 Schwab U.S Small- Cap ETF shares in Q3 2019, an estimated $66K.
Clarus Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $66K in Q2 2019.
598 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.