Rehmann Capital Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rehmann Capital Advisory 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 Q3	–	Sell	-2,108	Closed	-$37.7K	–	2032
2019 Q2	$37.7K	Buy	2,108 +120	+6%	+$2.12K	﹤0.01%	940
2019 Q1	$34.8K	Buy	1,988 +1,872	+1,614%	+$32K	﹤0.01%	938
2018 Q4	$1.8K	Sell	116 -1,872	-94%	-$31.6K	﹤0.01%	1493
2018 Q3	$37.9K	Hold	1,988	–	–	0.01%	910
2018 Q2	$36.6K	Hold	1,988	–	–	0.01%	887
2018 Q1	$34K	Buy	+1,988	New	+$35K	0.01%	900

Other funds holding SCHA

CSIA

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rehmann Capital Advisory Group's SCHA Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2019, closing a stake of 2,108 shares — an estimated $37.7K sold.

Rehmann Capital Advisory Group first reported a position in SCHA in Q1 2018 and held it in 6 quarters. The position peaked at $37.9K in Q3 2018. 598 funds tracked by Wall St. Rank hold SCHA as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,108 Schwab U.S Small- Cap ETF shares in Q3 2019, an estimated $37.7K.
Rehmann Capital Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's Schwab U.S Small- Cap ETF position peaked at $37.9K in Q3 2018.
598 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.