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

Legacy 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
2019
Q1 		– Sell
-472
Closed -$7K – 1140
2018
Q4 		$7K Hold
472
– – ﹤0.01% 658
2018
Q3 		$8K Hold
472
– – ﹤0.01% 588
2018
Q2 		$9K Hold
472
– – ﹤0.01% 560
2018
Q1 		$8K Hold
472
– – ﹤0.01% 546
2017
Q4 		$8K Buy
+472
New +$8.08K ﹤0.01% 543

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 $59.8B 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 $432B AUM 30.22% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Legacy Financial Advisors's SCHA Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2019, closing a stake of 472 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in SCHA in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 584 funds tracked by Wall St. Rank hold SCHA as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 472 Schwab U.S Small- Cap ETF shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $9K in Q2 2018.
  • 584 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.