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Eagle Capital Management (Louisiana)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Eagle Capital Management (Louisiana)’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
2014
Q4 		– Sell
-40,700
Closed -$523K – 69
2014
Q3 		$523K Sell
40,700
-636
-2% -$8.49K 0.2% 62
2014
Q2 		$566K Buy
41,336
+180
+0.4% +$2.37K 0.21% 61
2014
Q1 		$551K Sell
41,156
-59,792
-59% -$791K 0.22% 61
2013
Q4 		$1.32M Buy
+100,948
New +$1.27M 0.57% 43

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s SCHA Position: Q4 2014 in Review

Eagle Capital Management (Louisiana) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2014, closing a stake of 40,700 shares — an estimated $523K sold.

Eagle Capital Management (Louisiana) first reported a position in SCHA in Q4 2013 and held it in 4 quarters. The position peaked at $1.32M in Q4 2013. 185 funds tracked by Wall St. Rank hold SCHA as of Q4 2014.

  • Eagle Capital Management (Louisiana) reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 40,700 Schwab U.S Small- Cap ETF shares in Q4 2014, an estimated $523K.
  • Eagle Capital Management (Louisiana) first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and held it in 4 quarters.
  • Eagle Capital Management (Louisiana)'s Schwab U.S Small- Cap ETF position peaked at $1.32M in Q4 2013.
  • 185 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2014.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q4 2014, filed 6 Feb 2015.