DSN
SCHA icon

D. Scott Neal’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

D. Scott Neal’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
Q4 		– Sell
-56,252
Closed -$1.07M – 31
2018
Q3 		$1.07M Buy
+56,252
New +$1.07M 0.54% 21
2018
Q2 		– Sell
-136
Closed -$2K – 142
2018
Q1 		$2K Sell
136
-42,580
-100% -$751K ﹤0.01% 160
2017
Q4 		$745K Sell
42,716
-1,708
-4% -$29.2K 0.45% 26
2017
Q3 		$748K Buy
44,424
+1,496
+3% +$24.1K 0.45% 24
2017
Q2 		$686K Sell
42,928
-24
-0.1% -$379 0.47% 23
2017
Q1 		$676K Buy
42,952
+42,028
+4,548% +$658K 0.44% 23
2016
Q4 		$14K Buy
+924
New +$13.6K 0.01% 106

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

D. Scott Neal's SCHA Position: Q4 2018 in Review

D. Scott Neal sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2018, closing a stake of 56,252 shares — an estimated $1.07M sold.

D. Scott Neal first reported a position in SCHA in Q4 2016 and held it in 7 quarters. The position peaked at $1.07M in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHA as of Q4 2018.

  • D. Scott Neal reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • D. Scott Neal sold 56,252 Schwab U.S Small- Cap ETF shares in Q4 2018, an estimated $1.07M.
  • D. Scott Neal first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 7 quarters.
  • D. Scott Neal's Schwab U.S Small- Cap ETF position peaked at $1.07M in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2018.

Based on D. Scott Neal's 13F filing for Q4 2018, filed 6 Feb 2019.