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

Gupta Wealth Management’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
2016 Q1	$116K	Buy	8,948 +5,312	+146%	+$64.3K	0.03%	307
2015 Q4	$47K	Sell	3,636 -66,008	-95%	-$881K	0.01%	445
2015 Q3	$884K	Buy	69,644 +22,924	+49%	+$316K	0.22%	94
2015 Q2	$671K	Buy	46,720 +19,368	+71%	+$281K	0.16%	118
2015 Q1	$394K	Buy	+27,352	New	+$382K	0.12%	151

Other funds holding SCHA

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

WCWM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Gupta Wealth Management's SCHA Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 146% in Q1 2016, buying an estimated $64.3K and bringing the position to 8,948 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #307.

Gupta Wealth Management first reported a position in SCHA in Q1 2015 and has held it in 5 quarters since. The position peaked at $884K in Q3 2015. 237 funds tracked by Wall St. Rank hold SCHA as of Q1 2016.

Gupta Wealth Management held 8,948 shares of Schwab U.S Small- Cap ETF worth $116K as of Q1 2016.
Gupta Wealth Management bought 5,312 Schwab U.S Small- Cap ETF shares in Q1 2016, an estimated $64.3K.
Schwab U.S Small- Cap ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #307 holding.
Gupta Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Schwab U.S Small- Cap ETF position peaked at $884K in Q3 2015.
237 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.