MFA Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MFA Wealth Advisors’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	–	Sell	-7,792	Closed	-$127K	–	179
2020 Q2	$127K	Buy	+7,792	New	+$117K	0.08%	49
2018 Q1	–	Sell	-26,472	Closed	-$476K	–	57
2017 Q4	$476K	Buy	+26,472	New	+$453K	0.32%	43

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

MFA Wealth Advisors's SCHA Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2020, closing a stake of 7,792 shares — an estimated $127K sold.

MFA Wealth Advisors first reported a position in SCHA in Q4 2017 and held it in 2 quarters. The position peaked at $476K in Q4 2017. 637 funds tracked by Wall St. Rank hold SCHA as of Q3 2020.

MFA Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 7,792 Schwab U.S Small- Cap ETF shares in Q3 2020, an estimated $127K.
MFA Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 2 quarters.
MFA Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $476K in Q4 2017.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.