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Montage Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Montage Investments’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
2016
Q3 		$270K Hold
18,800
– – 0.15% 148
2016
Q2 		$254K Hold
18,800
– – 0.18% 142
2016
Q1 		$245K Buy
+18,800
New +$228K 0.17% 149

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Montage Investments's SCHA Position: Q3 2016 in Review

Montage Investments held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2016 at 18,800 shares worth $270K. The position accounts for 0.15% of the portfolio, ranked #148.

Montage Investments first reported a position in SCHA in Q1 2016 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold SCHA as of Q3 2016.

  • Montage Investments held 18,800 shares of Schwab U.S Small- Cap ETF worth $270K as of Q3 2016.
  • Montage Investments left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2016.
  • Schwab U.S Small- Cap ETF made up 0.15% of Montage Investments's portfolio in Q3 2016, its #148 holding.
  • Montage Investments first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.