Good Life Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Good Life Advisors’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 Q1	–	Sell	-16,264	Closed	-$307K	–	267
2019 Q4	$307K	Buy	16,264 +3,660	+29%	+$66.2K	0.09%	185
2019 Q3	$219K	Buy	12,604 +28	+0.2%	+$494	0.07%	220
2019 Q2	$225K	Hold	12,576	–	–	0.06%	212
2019 Q1	$219K	Buy	+12,576	New	+$215K	0.07%	215
2018 Q4	–	Sell	-13,368	Closed	-$255K	–	261
2018 Q3	$255K	Buy	+13,368	New	+$255K	0.07%	201

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Good Life Advisors's SCHA Position: Q1 2020 in Review

Good Life Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 16,264 shares — an estimated $307K sold.

Good Life Advisors first reported a position in SCHA in Q3 2018 and held it in 5 quarters. The position peaked at $307K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

Good Life Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
Good Life Advisors sold 16,264 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $307K.
Good Life Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 5 quarters.
Good Life Advisors's Schwab U.S Small- Cap ETF position peaked at $307K in Q4 2019.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on Good Life Advisors's 13F filing for Q1 2020, filed 1 May 2020.