Harel Insurance Investments & Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Harel Insurance Investments & Financial Services’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 Q4	–	Sell	-240	Closed	-$4K	–	548
2019 Q3	$4K	Sell	240 -160	-40%	-$2.83K	﹤0.01%	474
2019 Q2	$7K	Buy	400 +160	+67%	+$2.83K	﹤0.01%	445
2019 Q1	$4K	Buy	+240	New	+$4.11K	﹤0.01%	429

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

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

FMT

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's SCHA Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2019, closing a stake of 240 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in SCHA in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 708 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

Harel Insurance Investments & Financial Services reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2019 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 240 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $4K.
Harel Insurance Investments & Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's Schwab U.S Small- Cap ETF position peaked at $7K in Q2 2019.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.