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Clifford Swan Investment Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clifford Swan Investment Counsel’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
2018
Q3 		– Sell
-15,736
Closed -$289K – 324
2018
Q2 		$289K Buy
+15,736
New +$285K 0.02% 258

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Clifford Swan Investment Counsel's SCHA Position: Q3 2018 in Review

Clifford Swan Investment Counsel sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2018, closing a stake of 15,736 shares — an estimated $289K sold.

Clifford Swan Investment Counsel first reported a position in SCHA in Q2 2018 and held it in 1 quarter. The position peaked at $289K in Q2 2018. 511 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • Clifford Swan Investment Counsel reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 15,736 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $289K.
  • Clifford Swan Investment Counsel first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's Schwab U.S Small- Cap ETF position peaked at $289K in Q2 2018.
  • 511 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2018, filed 14 Nov 2018.