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KMS Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

KMS Financial Services’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
Q3 		$275K Buy
21,400
+5,472
+34% +$73.1K 0.04% 392
2014
Q2 		$218K Buy
+15,928
New +$210K 0.03% 475

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KMS Financial Services's SCHA Position: Q3 2014 in Review

KMS Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 34% in Q3 2014, buying an estimated $73.1K and bringing the position to 21,400 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #392.

KMS Financial Services first reported a position in SCHA in Q2 2014 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold SCHA as of Q3 2014.

  • KMS Financial Services held 21,400 shares of Schwab U.S Small- Cap ETF worth $275K as of Q3 2014.
  • KMS Financial Services bought 5,472 Schwab U.S Small- Cap ETF shares in Q3 2014, an estimated $73.1K.
  • Schwab U.S Small- Cap ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #392 holding.
  • KMS Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2014 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.