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Kays Financial Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kays Financial Advisory’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
2019
Q1 		– Sell
-143,592
Closed -$2.18M – 134
2018
Q4 		$2.18M Buy
+143,592
New +$2.43M 0.5% 39
2014
Q3 		– Sell
-1,217,836
Closed -$16.7M – 43
2014
Q2 		$16.7M Sell
1,217,836
-488,432
-29% -$6.44M 11.94% 4
2014
Q1 		$22.9M Sell
1,706,268
-127,224
-7% -$1.68M 16.59% 1
2013
Q4 		$24.1M Buy
+1,833,492
New +$23M 18.18% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $59.6B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return