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

Dynasty 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
2018
Q1 		– Sell
-25,332
Closed -$442K – 91
2017
Q4 		$442K Buy
+25,332
New +$434K 0.76% 39

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dynasty Wealth Management's SCHA Position: Q1 2018 in Review

Dynasty Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2018, closing a stake of 25,332 shares — an estimated $442K sold.

Dynasty Wealth Management first reported a position in SCHA in Q4 2017 and held it in 1 quarter. The position peaked at $442K in Q4 2017. 442 funds tracked by Wall St. Rank hold SCHA as of Q1 2018.

  • Dynasty Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 25,332 Schwab U.S Small- Cap ETF shares in Q1 2018, an estimated $442K.
  • Dynasty Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's Schwab U.S Small- Cap ETF position peaked at $442K in Q4 2017.
  • 442 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.