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Doyle Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Doyle Wealth Management’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
-1,600
Closed -$29K – 645
2019
Q2 		$29K Buy
+1,600
New +$28.3K ﹤0.01% 460
2019
Q1 		– Sell
-1,600
Closed -$24K – 630
2018
Q4 		$24K Buy
+1,600
New +$27K ﹤0.01% 487

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

Doyle Wealth Management's SCHA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2019, closing a stake of 1,600 shares — an estimated $29K sold.

Doyle Wealth Management first reported a position in SCHA in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 598 funds tracked by Wall St. Rank hold SCHA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,600 Schwab U.S Small- Cap ETF shares in Q3 2019, an estimated $29K.
  • Doyle Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab U.S Small- Cap ETF position peaked at $29K in Q2 2019.
  • 598 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.