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Integrated Wealth Management (Palm Desert)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Integrated Wealth Management (Palm Desert)’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 		$885K Buy
56,220
+7,244
+15% +$113K 0.3% 89
2016
Q4 		$753K Buy
48,976
+13,276
+37% +$195K 0.28% 95
2016
Q3 		$514K Buy
35,700
+9,476
+36% +$134K 0.18% 120
2016
Q2 		$354K Buy
26,224
+17,792
+211% +$236K 0.14% 146
2016
Q1 		$110K Buy
8,432
+5,636
+202% +$68.3K 0.05% 270
2015
Q4 		$36K Buy
2,796
+32
+1% +$427 0.02% 456
2015
Q3 		$35K Sell
2,764
-368
-12% -$5.07K 0.02% 450
2015
Q2 		$45K Buy
3,132
+1,232
+65% +$17.9K 0.02% 422
2015
Q1 		$27K Buy
+1,900
New +$26.5K 0.01% 503

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 $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 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

Integrated Wealth Management (Palm Desert)'s SCHA Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 15% in Q1 2017, buying an estimated $113K and bringing the position to 56,220 shares worth $885K. The position accounts for 0.3% of the portfolio, ranked #89.

Integrated Wealth Management (Palm Desert) first reported a position in SCHA in Q1 2015 and has held it in 9 quarters since. 312 funds tracked by Wall St. Rank hold SCHA as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 56,220 shares of Schwab U.S Small- Cap ETF worth $885K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) bought 7,244 Schwab U.S Small- Cap ETF shares in Q1 2017, an estimated $113K.
  • Schwab U.S Small- Cap ETF made up 0.3% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #89 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 9 quarters since.
  • 312 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.