McKinley Carter Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McKinley Carter Wealth Services’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 Q1	–	Sell	-5,412	Closed	-$102K	–	170
2019 Q4	$102K	Buy	+5,412	New	+$97.9K	0.02%	169
2018 Q2	–	Sell	-7,028	Closed	-$122K	–	340
2018 Q1	$122K	Buy	+7,028	New	+$124K	0.04%	201

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

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

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

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

FMT

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

McKinley Carter Wealth Services's SCHA Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 5,412 shares — an estimated $102K sold.

McKinley Carter Wealth Services first reported a position in SCHA in Q1 2018 and held it in 2 quarters. The position peaked at $122K in Q1 2018. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

McKinley Carter Wealth Services reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,412 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $102K.
McKinley Carter Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 2 quarters.
McKinley Carter Wealth Services's Schwab U.S Small- Cap ETF position peaked at $122K in Q1 2018.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.