IWP
SCHA icon

Icon Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Icon Wealth Partners’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
-13,232
Closed -$252K – 245
2018
Q3 		$252K Buy
+13,232
New +$252K 0.11% 146

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

Icon Wealth Partners's SCHA Position: Q4 2018 in Review

Icon Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2018, closing a stake of 13,232 shares — an estimated $252K sold.

Icon Wealth Partners first reported a position in SCHA in Q3 2018 and held it in 1 quarter. The position peaked at $252K in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHA as of Q4 2018.

  • Icon Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 13,232 Schwab U.S Small- Cap ETF shares in Q4 2018, an estimated $252K.
  • Icon Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 1 quarter.
  • Icon Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $252K in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2018.

Based on Icon Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.