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

Legacy Financial Strategies’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
Q3 		– Sell
-20,312
Closed -$374K – 78
2018
Q2 		$374K Buy
20,312
+1,732
+9% +$31.3K 0.33% 67
2018
Q1 		$321K Sell
18,580
-2,388
-11% -$42.1K 0.31% 72
2017
Q4 		$366K Buy
+20,968
New +$359K 0.39% 56

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
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

Legacy Financial Strategies's SCHA Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2018, closing a stake of 20,312 shares — an estimated $374K sold.

Legacy Financial Strategies first reported a position in SCHA in Q4 2017 and held it in 3 quarters. The position peaked at $374K in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 20,312 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $374K.
  • Legacy Financial Strategies first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Schwab U.S Small- Cap ETF position peaked at $374K in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.