Maxim Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Maxim Capital 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	$615K	Hold	36,180	–	–	0.55%	23
2020 Q1	$466K	Sell	36,180 -1,096	-3%	-$18.6K	0.48%	25
2019 Q4	$565K	Buy	37,276 +528	+1%	+$9.55K	0.58%	21
2019 Q3	$641K	Sell	36,748 -168	-0.5%	-$2.97K	0.58%	20
2019 Q2	$660K	Buy	36,916 +128	+0.3%	+$2.26K	0.62%	20
2019 Q1	$643K	Sell	36,788 -488	-1%	-$8.35K	0.6%	21
2018 Q4	$565K	Buy	+37,276	New	+$630K	0.58%	21

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

Maxim Capital Management's SCHA Position: Q2 2020 in Review

Maxim Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2020 at 36,180 shares worth $615K. The position accounts for 0.55% of the portfolio, ranked #23.

Maxim Capital Management first reported a position in SCHA in Q4 2018 and has held it in 7 quarters since. The position peaked at $660K in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHA as of Q2 2020.

Maxim Capital Management held 36,180 shares of Schwab U.S Small- Cap ETF worth $615K as of Q2 2020.
Maxim Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2020.
Schwab U.S Small- Cap ETF made up 0.55% of Maxim Capital Management's portfolio in Q2 2020, its #23 holding.
Maxim Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's Schwab U.S Small- Cap ETF position peaked at $660K in Q2 2019.
633 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.