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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

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $751B AUM 38.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $495B AUM 43.24% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

Founders Bank & Trust's SCHA Position: Q4 2014 in Review

Founders Bank & Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2014 at 488 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Founders Bank & Trust first reported a position in SCHA in Q4 2013 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold SCHA as of Q4 2014.

  • Founders Bank & Trust held 488 shares of Schwab U.S Small- Cap ETF worth $7K as of Q4 2014.
  • Founders Bank & Trust left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2014.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #312 holding.
  • Founders Bank & Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.