PSG
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Planning Solutions Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Planning Solutions 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
2019
Q2 		$378K Buy
21,164
+56
+0.3% +$990 0.19% 89
2019
Q1 		$369K Hold
21,108
– – 0.2% 91
2018
Q4 		$320K Buy
+21,108
New +$357K 0.19% 93

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Planning Solutions Group's SCHA Position: Q2 2019 in Review

Planning Solutions Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.27% in Q2 2019, buying an estimated $990 and bringing the position to 21,164 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #89.

Planning Solutions Group first reported a position in SCHA in Q4 2018 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold SCHA as of Q2 2019.

  • Planning Solutions Group held 21,164 shares of Schwab U.S Small- Cap ETF worth $378K as of Q2 2019.
  • Planning Solutions Group bought 56 Schwab U.S Small- Cap ETF shares in Q2 2019, an estimated $990.
  • Schwab U.S Small- Cap ETF made up 0.19% of Planning Solutions Group's portfolio in Q2 2019, its #89 holding.
  • Planning Solutions Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.