Invesco
SCHA icon

Invesco’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Invesco’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
2014
Q1 		– Sell
-8,000
Closed -$105K – 4247
2013
Q4 		$105K Buy
+8,000
New +$101K ﹤0.01% 4010

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Invesco's SCHA Position: Q1 2014 in Review

Invesco sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2014, closing a stake of 8,000 shares — an estimated $105K sold.

Invesco first reported a position in SCHA in Q4 2013 and held it in 1 quarter. The position peaked at $105K in Q4 2013. 150 funds tracked by Wall St. Rank hold SCHA as of Q1 2014.

  • Invesco reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Invesco sold 8,000 Schwab U.S Small- Cap ETF shares in Q1 2014, an estimated $105K.
  • Invesco first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and held it in 1 quarter.
  • Invesco's Schwab U.S Small- Cap ETF position peaked at $105K in Q4 2013.
  • 150 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2014.

Based on Invesco's 13F filing for Q1 2014, filed 15 May 2014.