Huber Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Huber Financial 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	$946K	Buy	73,460 +58,948	+406%	+$1M	0.35%	36
2019 Q4	$274K	Sell	14,512 -2,236	-13%	-$40.5K	0.1%	100
2019 Q3	$292K	Buy	16,748 +2,824	+20%	+$49.9K	0.11%	95
2019 Q2	$249K	Sell	13,924 -536	-4%	-$9.48K	0.11%	105
2019 Q1	$253K	Buy	+14,460	New	+$247K	0.12%	99
2018 Q4	–	Sell	-10,760	Closed	-$205K	–	106
2018 Q3	$205K	Buy	+10,760	New	+$205K	0.16%	99

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

Huber Financial Advisors's SCHA Position: Q1 2020 in Review

Huber Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 406% in Q1 2020, buying an estimated $1M and bringing the position to 73,460 shares worth $946K. The position accounts for 0.35% of the portfolio, ranked #36.

Huber Financial Advisors first reported a position in SCHA in Q3 2018 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

Huber Financial Advisors held 73,460 shares of Schwab U.S Small- Cap ETF worth $946K as of Q1 2020.
Huber Financial Advisors bought 58,948 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $1M.
Schwab U.S Small- Cap ETF made up 0.35% of Huber Financial Advisors's portfolio in Q1 2020, its #36 holding.
Huber Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 6 quarters since.
638 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.