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Placemark Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Placemark Investments’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
Q4 		$199K Sell
14,448
-35,464
-71% -$471K ﹤0.01% 1561
2014
Q3 		$641K Buy
+49,912
New +$666K 0.01% 1072

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 $5.27B AUM 19.34% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

Placemark Investments's SCHA Position: Q4 2014 in Review

Placemark Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 71% in Q4 2014, selling an estimated $471K and leaving 14,448 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Placemark Investments first reported a position in SCHA in Q3 2014 and has held it in 2 quarters since. The position peaked at $641K in Q3 2014. 186 funds tracked by Wall St. Rank hold SCHA as of Q4 2014.

  • Placemark Investments held 14,448 shares of Schwab U.S Small- Cap ETF worth $199K as of Q4 2014.
  • Placemark Investments sold 35,464 Schwab U.S Small- Cap ETF shares in Q4 2014, an estimated $471K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1561 holding.
  • Placemark Investments first reported a position in Schwab U.S Small- Cap ETF in Q3 2014 and has held it in 2 quarters since.
  • Placemark Investments's Schwab U.S Small- Cap ETF position peaked at $641K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.