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Orca Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Orca Investment Management’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
2014
Q2 		– Sell
-26,364
Closed -$353K – 85
2014
Q1 		$353K Sell
26,364
-3,396
-11% -$44.9K 0.29% 74
2013
Q4 		$391K Buy
+29,760
New +$374K 0.32% 73

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
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Orca Investment Management's SCHA Position: Q2 2014 in Review

Orca Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2014, closing a stake of 26,364 shares — an estimated $353K sold.

Orca Investment Management first reported a position in SCHA in Q4 2013 and held it in 2 quarters. The position peaked at $391K in Q4 2013. 157 funds tracked by Wall St. Rank hold SCHA as of Q2 2014.

  • Orca Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Orca Investment Management sold 26,364 Schwab U.S Small- Cap ETF shares in Q2 2014, an estimated $353K.
  • Orca Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and held it in 2 quarters.
  • Orca Investment Management's Schwab U.S Small- Cap ETF position peaked at $391K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2014.

Based on Orca Investment Management's 13F filing for Q2 2014, filed 5 Aug 2014.