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

NewFocus 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
2020
Q4 		$1.43M Hold
64,176
– – 0.42% 60
2020
Q3 		$1.1M Sell
64,176
-4,900
-7% -$84.4K 0.37% 64
2020
Q2 		$1.13M Sell
69,076
-40,748
-37% -$610K 0.4% 55
2020
Q1 		$1.42M Buy
+109,824
New +$1.87M 0.65% 44

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

NewFocus Financial Group's SCHA Position: Q4 2020 in Review

NewFocus Financial Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2020 at 64,176 shares worth $1.43M. The position accounts for 0.42% of the portfolio, ranked #60.

NewFocus Financial Group first reported a position in SCHA in Q1 2020 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

  • NewFocus Financial Group held 64,176 shares of Schwab U.S Small- Cap ETF worth $1.43M as of Q4 2020.
  • NewFocus Financial Group left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2020.
  • Schwab U.S Small- Cap ETF made up 0.42% of NewFocus Financial Group's portfolio in Q4 2020, its #60 holding.
  • NewFocus Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.