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Dougherty Wealth Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dougherty Wealth Advisers’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
-276
Closed -$5K – 210
2019
Q2 		$5K Hold
276
– – 0.01% 218
2019
Q1 		$5K Hold
276
– – 0.02% 183
2018
Q4 		$5K Buy
+276
New +$4.66K 0.02% 194

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dougherty Wealth Advisers's SCHA Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2019, closing a stake of 276 shares — an estimated $5K sold.

Dougherty Wealth Advisers first reported a position in SCHA in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 598 funds tracked by Wall St. Rank hold SCHA as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 276 Schwab U.S Small- Cap ETF shares in Q3 2019, an estimated $5K.
  • Dougherty Wealth Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Schwab U.S Small- Cap ETF position peaked at $5K in Q2 2019.
  • 598 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.