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

Kabarec Financial 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
Q2 		$19K Hold
1,012
– – 0.01% 67
2018
Q1 		$17K Buy
1,012
+460
+83% +$8.11K 0.01% 69
2017
Q4 		$10K Buy
+552
New +$9.45K 0.01% 68

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Kabarec Financial Advisors's SCHA Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2018 at 1,012 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #67.

Kabarec Financial Advisors first reported a position in SCHA in Q4 2017 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold SCHA as of Q2 2018.

  • Kabarec Financial Advisors held 1,012 shares of Schwab U.S Small- Cap ETF worth $19K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2018.
  • Schwab U.S Small- Cap ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #67 holding.
  • Kabarec Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.