Hochman Cole Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hochman Cole Investment 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
2020 Q1	–	Sell	-10,952	Closed	-$207K	–	117
2019 Q4	$207K	Buy	+10,952	New	+$198K	0.11%	111
2019 Q3	–	Sell	-11,976	Closed	-$214K	–	113
2019 Q2	$214K	Sell	11,976 -5,800	-33%	-$103K	0.13%	108
2019 Q1	$311K	Buy	17,776 +4,580	+35%	+$78.4K	0.19%	88
2018 Q4	$200K	Buy	+13,196	New	+$223K	0.14%	105

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

FMT

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

Hochman Cole Investment Advisors's SCHA Position: Q1 2020 in Review

Hochman Cole Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 10,952 shares — an estimated $207K sold.

Hochman Cole Investment Advisors first reported a position in SCHA in Q4 2018 and held it in 4 quarters. The position peaked at $311K in Q1 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

Hochman Cole Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
Hochman Cole Investment Advisors sold 10,952 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $207K.
Hochman Cole Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 4 quarters.
Hochman Cole Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $311K in Q1 2019.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.