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Diversified Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Diversified Trust’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
-13,000
Closed -$239K – 339
2018
Q2 		$239K Hold
13,000
– – 0.02% 277
2018
Q1 		$225K Buy
+13,000
New +$229K 0.01% 274

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 0.35% 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

Diversified Trust's SCHA Position: Q3 2018 in Review

Diversified Trust sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2018, closing a stake of 13,000 shares — an estimated $239K sold.

Diversified Trust first reported a position in SCHA in Q1 2018 and held it in 2 quarters. The position peaked at $239K in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • Diversified Trust reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Diversified Trust sold 13,000 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $239K.
  • Diversified Trust first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 2 quarters.
  • Diversified Trust's Schwab U.S Small- Cap ETF position peaked at $239K in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on Diversified Trust's 13F filing for Q3 2018, filed 26 Nov 2018.