Global Wealth Management Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-1,284	Closed	-$21K	–	593
2020 Q2	$21K	Hold	1,284	–	–	0.01%	272
2020 Q1	$17K	Sell	1,284 -76	-6%	-$1.29K	0.01%	274
2019 Q4	$26K	Buy	1,360 +76	+6%	+$1.38K	0.01%	247
2019 Q3	$22K	Hold	1,284	–	–	0.01%	239
2019 Q2	$23K	Hold	1,284	–	–	0.01%	253
2019 Q1	$22K	Hold	1,284	–	–	0.01%	297
2018 Q4	$19K	Buy	+1,284	New	+$21.7K	0.01%	306

Other funds holding SCHA

CSIA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCHA Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2020, closing a stake of 1,284 shares — an estimated $21K sold.

Global Wealth Management Investment Advisory first reported a position in SCHA in Q4 2018 and held it in 7 quarters. The position peaked at $26K in Q4 2019. 638 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,284 Schwab U.S Small- Cap ETF shares in Q3 2020, an estimated $21K.
Global Wealth Management Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Schwab U.S Small- Cap ETF position peaked at $26K in Q4 2019.
638 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.