Founders Bank & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Founders Bank & Trust’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	$7K	Hold	488	–	–	﹤0.01%	312
2014 Q3	$6K	Hold	488	–	–	﹤0.01%	313
2014 Q2	$7K	Hold	488	–	–	﹤0.01%	309
2014 Q1	$7K	Hold	488	–	–	﹤0.01%	308
2013 Q4	$6K	Buy	+488	New	+$6.13K	﹤0.01%	337

Other funds holding SCHA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return