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Paracle Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Paracle Advisors’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
Q2 		– Sell
-31,388
Closed -$408K – 38
2016
Q1 		$408K Buy
+31,388
New +$380K 0.22% 34

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Paracle Advisors's SCHA Position: Q2 2016 in Review

Paracle Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2016, closing a stake of 31,388 shares — an estimated $408K sold.

Paracle Advisors first reported a position in SCHA in Q1 2016 and held it in 1 quarter. The position peaked at $408K in Q1 2016. 239 funds tracked by Wall St. Rank hold SCHA as of Q2 2016.

  • Paracle Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Paracle Advisors sold 31,388 Schwab U.S Small- Cap ETF shares in Q2 2016, an estimated $408K.
  • Paracle Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and held it in 1 quarter.
  • Paracle Advisors's Schwab U.S Small- Cap ETF position peaked at $408K in Q1 2016.
  • 239 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2016.

Based on Paracle Advisors's 13F filing for Q2 2016, filed 1 Aug 2016.