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MYCIO Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MYCIO Wealth Partners’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
-38,152
Closed -$721K – 318
2019
Q4 		$721K Buy
38,152
+3,472
+10% +$62.8K 0.05% 156
2019
Q3 		$605K Sell
34,680
-4,388
-11% -$77.5K 0.04% 157
2019
Q2 		$698K Buy
39,068
+2,368
+6% +$41.9K 0.05% 138
2019
Q1 		$642K Buy
36,700
+700
+2% +$12K 0.05% 137
2018
Q4 		$546K Buy
36,000
+56
+0.2% +$946 0.05% 143
2018
Q3 		$684K Sell
35,944
-224
-0.6% -$4.27K 0.07% 124
2018
Q2 		$665K Buy
36,168
+552
+2% +$9.99K 0.07% 126
2018
Q1 		$616K Buy
35,616
+1,224
+4% +$21.6K 0.07% 115
2017
Q4 		$600K Buy
34,392
+3,196
+10% +$54.7K 0.06% 122
2017
Q3 		$525K Sell
31,196
-4,068
-12% -$65.4K 0.06% 131
2017
Q2 		$563K Sell
35,264
-392
-1% -$6.19K 0.07% 118
2017
Q1 		$561K Buy
35,656
+2,008
+6% +$31.4K 0.07% 127
2016
Q4 		$517K Buy
33,648
+2,508
+8% +$36.9K 0.07% 119
2016
Q3 		$448K Hold
31,140
– – 0.07% 107
2016
Q2 		$421K Buy
+31,140
New +$413K 0.07% 105

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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
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

MYCIO Wealth Partners's SCHA Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 38,152 shares — an estimated $721K sold.

MYCIO Wealth Partners first reported a position in SCHA in Q2 2016 and held it in 15 quarters. The position peaked at $721K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 38,152 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $721K.
  • MYCIO Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and held it in 15 quarters.
  • MYCIO Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $721K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.