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

Edge 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
Q2 		– Sell
-8
Closed – – 627
2019
Q1 		$0 Hold
8
– – ﹤0.01% 595
2018
Q4 		$0 Hold
8
– – ﹤0.01% 609
2018
Q3 		$1K Hold
8
– – ﹤0.01% 577
2018
Q2 		$1K Hold
8
– – ﹤0.01% 554
2018
Q1 		$1K Buy
+8
New +$141 ﹤0.01% 530
2014
Q2 		– Sell
-340
Closed -$5K – 416
2014
Q1 		$5K Sell
340
-100
-23% -$1.32K ﹤0.01% 322
2013
Q4 		$6K Hold
440
– – ﹤0.01% 291
2013
Q3 		$5K Buy
+440
New +$5.17K ﹤0.01% 269

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
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Edge Wealth Management's SCHA Position: Q2 2019 in Review

Edge Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2019, closing a stake of 8 shares.

Edge Wealth Management first reported a position in SCHA in Q3 2013 and held it in 8 quarters. The position peaked at $6K in Q4 2013. 596 funds tracked by Wall St. Rank hold SCHA as of Q2 2019.

  • Edge Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Edge Wealth Management sold 8 Schwab U.S Small- Cap ETF shares in Q2 2019.
  • Edge Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2013 and held it in 8 quarters.
  • Edge Wealth Management's Schwab U.S Small- Cap ETF position peaked at $6K in Q4 2013.
  • 596 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2019.

Based on Edge Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.