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RPg Family Wealth Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-964
Closed -$16.8K – 299
2019
Q3 		$16.8K Hold
964
– – 0.01% 245
2019
Q2 		$17.2K Buy
+964
New +$17K 0.01% 234

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

RPg Family Wealth Advisory's SCHA Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2019, closing a stake of 964 shares — an estimated $16.8K sold.

RPg Family Wealth Advisory first reported a position in SCHA in Q2 2019 and held it in 2 quarters. The position peaked at $17.2K in Q2 2019. 707 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 964 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $16.8K.
  • RPg Family Wealth Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Schwab U.S Small- Cap ETF position peaked at $17.2K in Q2 2019.
  • 707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.