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Fullerton Fund Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fullerton Fund 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
2017
Q4 		– Sell
-66,000
Closed -$1.11M – 19
2017
Q3 		$1.11M Buy
+66,000
New +$1.06M 0.47% 12

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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Fullerton Fund Management's SCHA Position: Q4 2017 in Review

Fullerton Fund Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2017, closing a stake of 66,000 shares — an estimated $1.11M sold.

Fullerton Fund Management first reported a position in SCHA in Q3 2017 and held it in 1 quarter. The position peaked at $1.11M in Q3 2017. 435 funds tracked by Wall St. Rank hold SCHA as of Q4 2017.

  • Fullerton Fund Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Fullerton Fund Management sold 66,000 Schwab U.S Small- Cap ETF shares in Q4 2017, an estimated $1.11M.
  • Fullerton Fund Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and held it in 1 quarter.
  • Fullerton Fund Management's Schwab U.S Small- Cap ETF position peaked at $1.11M in Q3 2017.
  • 435 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2017.

Based on Fullerton Fund Management's 13F filing for Q4 2017, filed 14 Feb 2018.