Lenox Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lenox Wealth Management’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
2020 Q2	$32K	Buy	1,988 +392	+25%	+$5.87K	0.01%	309
2020 Q1	$20K	Sell	1,596 -68	-4%	-$1.16K	0.01%	328
2019 Q4	$31K	Buy	1,664 +784	+89%	+$14.2K	0.01%	313
2019 Q3	$15K	Buy	880 +208	+31%	+$3.67K	﹤0.01%	397
2019 Q2	$12K	Buy	672 +624	+1,300%	+$11K	﹤0.01%	413
2019 Q1	$1K	Buy	+48	New	+$821	﹤0.01%	659

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lenox Wealth Management's SCHA Position: Q2 2020 in Review

Lenox Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q2 2020, buying an estimated $5.87K and bringing the position to 1,988 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #309.

Lenox Wealth Management first reported a position in SCHA in Q1 2019 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold SCHA as of Q2 2020.

Lenox Wealth Management held 1,988 shares of Schwab U.S Small- Cap ETF worth $32K as of Q2 2020.
Lenox Wealth Management bought 392 Schwab U.S Small- Cap ETF shares in Q2 2020, an estimated $5.87K.
Schwab U.S Small- Cap ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #309 holding.
Lenox Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 6 quarters since.
633 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.