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Live Your Vision’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Live Your Vision’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 		$854K Buy
47,344
+12,576
+36% +$215K 0.26% 40
2018
Q4 		$566K Buy
34,768
+3,192
+10% +$53.9K 0.19% 46
2018
Q3 		$601K Buy
31,576
+464
+1% +$8.85K 0.19% 43
2018
Q2 		$586K Buy
31,112
+1,396
+5% +$25.3K 0.19% 42
2018
Q1 		$527K Sell
29,716
-4,420
-13% -$77.9K 0.18% 43
2017
Q4 		$618K Buy
34,136
+36
+0.1% +$616 0.21% 45
2017
Q3 		$574K Sell
34,100
-5,192
-13% -$83.5K 0.2% 46
2017
Q2 		$636K Buy
39,292
+1,216
+3% +$19.2K 0.24% 41
2017
Q1 		$600K Sell
38,076
-63,504
-63% -$995K 0.24% 43
2016
Q4 		$1.56M Sell
101,580
-9,844
-9% -$145K 0.66% 29
2016
Q3 		$1.6M Buy
111,424
+3,344
+3% +$47.4K 0.69% 31
2016
Q2 		$1.46M Buy
108,080
+49,132
+83% +$652K 0.67% 33
2016
Q1 		$767K Buy
58,948
+4,064
+7% +$49.2K 0.36% 36
2015
Q4 		$715K Sell
54,884
-2,756
-5% -$36.8K 0.34% 42
2015
Q3 		$732K Buy
57,640
+39,236
+213% +$540K 0.34% 40
2015
Q2 		$265K Sell
18,404
-828
-4% -$12K 0.12% 57
2015
Q1 		$277K Sell
19,232
-368
-2% -$5.14K 0.13% 50
2014
Q4 		$265K Buy
19,600
+1,012
+5% +$13.4K 0.13% 46
2014
Q3 		$232K Sell
18,588
-96
-0.5% -$1.28K 0.12% 42
2014
Q2 		$256K Buy
18,684
+1,952
+12% +$25.7K 0.13% 38
2014
Q1 		$224K Sell
16,732
-39,036
-70% -$516K 0.12% 39
2013
Q4 		$732K Buy
55,768
+1,816
+3% +$22.8K 0.4% 27
2013
Q3 		$650K Buy
53,952
+1,996
+4% +$23.5K 0.37% 27
2013
Q2 		$596K Buy
+51,956
New +$563K 0.36% 26

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

Live Your Vision's SCHA Position: Q1 2019 in Review

Live Your Vision increased its Schwab U.S Small- Cap ETF (SCHA) stake by 36% in Q1 2019, buying an estimated $215K and bringing the position to 47,344 shares worth $854K. The position accounts for 0.26% of the portfolio, ranked #40.

Live Your Vision first reported a position in SCHA in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.6M in Q3 2016. 584 funds tracked by Wall St. Rank hold SCHA as of Q1 2019.

  • Live Your Vision held 47,344 shares of Schwab U.S Small- Cap ETF worth $854K as of Q1 2019.
  • Live Your Vision bought 12,576 Schwab U.S Small- Cap ETF shares in Q1 2019, an estimated $215K.
  • Schwab U.S Small- Cap ETF made up 0.26% of Live Your Vision's portfolio in Q1 2019, its #40 holding.
  • Live Your Vision first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's Schwab U.S Small- Cap ETF position peaked at $1.6M in Q3 2016.
  • 584 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.