Greenwood Capital Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Greenwood Capital Associates’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
2015 Q2	–	Sell	-14,556	Closed	-$209K	–	169
2015 Q1	$209K	Sell	14,556 -1,080	-7%	-$15.1K	0.06%	151
2014 Q4	$215K	Sell	15,636 -240	-2%	-$3.19K	0.06%	143
2014 Q3	$204K	Buy	15,876 +1,120	+8%	+$15K	0.06%	132
2014 Q2	$202K	Buy	+14,756	New	+$195K	0.06%	133

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 $5.05B AUM 16.64% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Greenwood Capital Associates's SCHA Position: Q2 2015 in Review

Greenwood Capital Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2015, closing a stake of 14,556 shares — an estimated $209K sold.

Greenwood Capital Associates first reported a position in SCHA in Q2 2014 and held it in 4 quarters. The position peaked at $215K in Q4 2014. 213 funds tracked by Wall St. Rank hold SCHA as of Q2 2015.

Greenwood Capital Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2015 after selling out during the quarter.
Greenwood Capital Associates sold 14,556 Schwab U.S Small- Cap ETF shares in Q2 2015, an estimated $209K.
Greenwood Capital Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2014 and held it in 4 quarters.
Greenwood Capital Associates's Schwab U.S Small- Cap ETF position peaked at $215K in Q4 2014.
213 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2015.

Based on Greenwood Capital Associates's 13F filing for Q2 2015, filed 4 Aug 2015.