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IBEX Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IBEX Wealth 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
2017
Q1 		– Sell
-740
Closed -$11K – 327
2016
Q4 		$11K Buy
+740
New +$10.9K 0.01% 279

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

IBEX Wealth Advisors's SCHA Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2017, closing a stake of 740 shares — an estimated $11K sold.

IBEX Wealth Advisors first reported a position in SCHA in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 311 funds tracked by Wall St. Rank hold SCHA as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 740 Schwab U.S Small- Cap ETF shares in Q1 2017, an estimated $11K.
  • IBEX Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $11K in Q4 2016.
  • 311 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.