Northwestern Mutual Investment Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Northwestern Mutual Investment Services’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
2016 Q1	–	Sell	-32	Closed	–	–	72
2015 Q4	$0	Buy	+32	New	+$427	﹤0.01%	308

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Northwestern Mutual Investment Services's SCHA Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2016, closing a stake of 32 shares.

Northwestern Mutual Investment Services first reported a position in SCHA in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 236 funds tracked by Wall St. Rank hold SCHA as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 32 Schwab U.S Small- Cap ETF shares in Q1 2016.
Northwestern Mutual Investment Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and held it in 1 quarter.
Northwestern Mutual Investment Services's Schwab U.S Small- Cap ETF position peaked at $0 in Q4 2015.
236 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.