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Knuff & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Knuff & Co’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
-232
Closed -$4K – 142
2018
Q4 		$4K Buy
+232
New +$3.92K ﹤0.01% 120

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 $113B AUM 34.64% 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 $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Knuff & Co's SCHA Position: Q1 2019 in Review

Knuff & Co sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2019, closing a stake of 232 shares — an estimated $4K sold.

Knuff & Co first reported a position in SCHA in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 585 funds tracked by Wall St. Rank hold SCHA as of Q1 2019.

  • Knuff & Co reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Knuff & Co sold 232 Schwab U.S Small- Cap ETF shares in Q1 2019, an estimated $4K.
  • Knuff & Co first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 1 quarter.
  • Knuff & Co's Schwab U.S Small- Cap ETF position peaked at $4K in Q4 2018.
  • 585 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2019.

Based on Knuff & Co's 13F filing for Q1 2019, filed 8 May 2019.