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Nadler Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Nadler Financial Group’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
2015
Q3 		– Sell
-14,304
Closed -$206K – 85
2015
Q2 		$206K Buy
+14,304
New +$207K 0.1% 79

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nadler Financial Group's SCHA Position: Q3 2015 in Review

Nadler Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2015, closing a stake of 14,304 shares — an estimated $206K sold.

Nadler Financial Group first reported a position in SCHA in Q2 2015 and held it in 1 quarter. The position peaked at $206K in Q2 2015. 217 funds tracked by Wall St. Rank hold SCHA as of Q3 2015.

  • Nadler Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Nadler Financial Group sold 14,304 Schwab U.S Small- Cap ETF shares in Q3 2015, an estimated $206K.
  • Nadler Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2015 and held it in 1 quarter.
  • Nadler Financial Group's Schwab U.S Small- Cap ETF position peaked at $206K in Q2 2015.
  • 217 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2015.

Based on Nadler Financial Group's 13F filing for Q3 2015, filed 8 Oct 2015.