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

Harvest Group 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
2018
Q4 		– Sell
-1,077,612
Closed -$20.5M – 35
2018
Q3 		$20.5M Buy
1,077,612
+853,528
+381% +$16.3M 14.31% 3
2018
Q2 		$4.12M Buy
+224,084
New +$4.05M 2.84% 12

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Harvest Group Wealth Management's SCHA Position: Q4 2018 in Review

Harvest Group Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2018, closing a stake of 1,077,612 shares — an estimated $20.5M sold.

Harvest Group Wealth Management first reported a position in SCHA in Q2 2018 and held it in 2 quarters. The position peaked at $20.5M in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHA as of Q4 2018.

  • Harvest Group Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1,077,612 Schwab U.S Small- Cap ETF shares in Q4 2018, an estimated $20.5M.
  • Harvest Group Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 2 quarters.
  • Harvest Group Wealth Management's Schwab U.S Small- Cap ETF position peaked at $20.5M in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2018.

Based on Harvest Group Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.