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GFS Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

GFS Private Wealth’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 		$15.6M Buy
+896,276
New +$15.3M 5.36% 6

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

GFS Private Wealth's SCHA Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2017: 896,276 shares worth $15.6M. The stake represents 5.36% of the portfolio and ranks #6 among its holdings.

436 funds tracked by Wall St. Rank hold SCHA as of Q4 2017.

  • GFS Private Wealth held 896,276 shares of Schwab U.S Small- Cap ETF worth $15.6M as of Q4 2017.
  • Schwab U.S Small- Cap ETF was a new GFS Private Wealth position in Q4 2017.
  • Schwab U.S Small- Cap ETF made up 5.36% of GFS Private Wealth's portfolio in Q4 2017, its #6 holding.
  • 436 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.