LifePlan Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

LifePlan Financial Group’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 Q3	$21K	Hold	1,224	–	–	0.01%	334
2020 Q2	$20K	Sell	1,224 -612	-33%	-$9.16K	0.01%	339
2020 Q1	$24K	Buy	1,836 +4	+0.2%	+$68	0.01%	291
2019 Q4	$35K	Sell	1,832 -1,364	-43%	-$24.7K	0.02%	287
2019 Q3	$56K	Buy	3,196 +1,376	+76%	+$24.3K	0.03%	231
2019 Q2	$33K	Buy	1,820 +44	+2%	+$778	0.02%	287
2019 Q1	$31K	Buy	1,776 +140	+9%	+$2.4K	0.02%	295
2018 Q4	$25K	Buy	1,636 +12	+0.7%	+$203	0.02%	305
2018 Q3	$31K	Buy	1,624 +616	+61%	+$11.7K	0.02%	288
2018 Q2	$19K	Hold	1,008	–	–	0.01%	336
2018 Q1	$17K	Buy	+1,008	New	+$17.8K	0.01%	330

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LifePlan Financial Group's SCHA Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2020 at 1,224 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #334.

LifePlan Financial Group first reported a position in SCHA in Q1 2018 and has held it in 11 quarters since. The position peaked at $56K in Q3 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

LifePlan Financial Group held 1,224 shares of Schwab U.S Small- Cap ETF worth $21K as of Q3 2020.
LifePlan Financial Group left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2020.
Schwab U.S Small- Cap ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #334 holding.
LifePlan Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Schwab U.S Small- Cap ETF position peaked at $56K in Q3 2019.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.