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

JOYN 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
2018
Q3 		– Sell
-88
Closed -$2K – 1865
2018
Q2 		$2K Buy
+88
New +$1.59K ﹤0.01% 1451

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

JOYN Advisors's SCHA Position: Q3 2018 in Review

JOYN Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2018, closing a stake of 88 shares — an estimated $2K sold.

JOYN Advisors first reported a position in SCHA in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • JOYN Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 88 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $2K.
  • JOYN Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's Schwab U.S Small- Cap ETF position peaked at $2K in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.