NNP
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Nachman Norwood & Parrott’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-668
Closed -$11K – 889
2020
Q3 		$11K Buy
+668
New +$11.5K ﹤0.01% 741

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Nachman Norwood & Parrott's SCHA Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2020, closing a stake of 668 shares — an estimated $11K sold.

Nachman Norwood & Parrott first reported a position in SCHA in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 668 Schwab U.S Small- Cap ETF shares in Q4 2020, an estimated $11K.
  • Nachman Norwood & Parrott first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Schwab U.S Small- Cap ETF position peaked at $11K in Q3 2020.
  • 748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.