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Guidant Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Guidant Wealth 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
2019
Q3 		$69K Buy
3,980
+12
+0.3% +$212 0.03% 159
2019
Q2 		$71K Buy
3,968
+440
+12% +$7.78K 0.03% 158
2019
Q1 		$62K Buy
+3,528
New +$60.4K 0.02% 170

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidant Wealth Advisors's SCHA Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q3 2019, buying an estimated $212 and bringing the position to 3,980 shares worth $69K. The position accounts for 0.03% of the portfolio, ranked #159.

Guidant Wealth Advisors first reported a position in SCHA in Q1 2019 and has held it in 3 quarters since. The position peaked at $71K in Q2 2019. 598 funds tracked by Wall St. Rank hold SCHA as of Q3 2019.

  • Guidant Wealth Advisors held 3,980 shares of Schwab U.S Small- Cap ETF worth $69K as of Q3 2019.
  • Guidant Wealth Advisors bought 12 Schwab U.S Small- Cap ETF shares in Q3 2019, an estimated $212.
  • Schwab U.S Small- Cap ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #159 holding.
  • Guidant Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $71K in Q2 2019.
  • 598 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.