MAU
SCHA icon

MRA Associates USA’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MRA Associates USA’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
Q3 		$71.5K Buy
4,104
+2,780
+210% +$49.1K 0.28% 56
2019
Q2 		$23.7K Hold
1,324
– – 0.09% 88
2019
Q1 		$23.1K Hold
1,324
– – 0.04% 56
2018
Q4 		$20K Buy
+1,324
New +$22.4K 0.03% 56

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MRA Associates USA's SCHA Position: Q3 2019 in Review

MRA Associates USA increased its Schwab U.S Small- Cap ETF (SCHA) stake by 210% in Q3 2019, buying an estimated $49.1K and bringing the position to 4,104 shares worth $71.5K. The position accounts for 0.28% of the portfolio, ranked #56.

MRA Associates USA first reported a position in SCHA in Q4 2018 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold SCHA as of Q3 2019.

  • MRA Associates USA held 4,104 shares of Schwab U.S Small- Cap ETF worth $71.5K as of Q3 2019.
  • MRA Associates USA bought 2,780 Schwab U.S Small- Cap ETF shares in Q3 2019, an estimated $49.1K.
  • Schwab U.S Small- Cap ETF made up 0.28% of MRA Associates USA's portfolio in Q3 2019, its #56 holding.
  • MRA Associates USA first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.