Sensible Financial Planning & Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sensible Financial Planning & Management’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
2015 Q3	–	Sell	-5,180	Closed	-$74K	–	81
2015 Q2	$74K	Buy	+5,180	New	+$75.1K	0.06%	39
2015 Q1	–	Sell	-2,600	Closed	-$36K	–	54
2014 Q4	$36K	Sell	2,600 -1,620	-38%	-$21.5K	0.04%	45
2014 Q3	$54K	Buy	+4,220	New	+$56.4K	0.05%	38

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 $5.05B AUM 16.64% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

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

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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

Sensible Financial Planning & Management's SCHA Position: Q3 2015 in Review

Sensible Financial Planning & Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2015, closing a stake of 5,180 shares — an estimated $74K sold.

Sensible Financial Planning & Management first reported a position in SCHA in Q3 2014 and held it in 3 quarters. The position peaked at $74K in Q2 2015. 217 funds tracked by Wall St. Rank hold SCHA as of Q3 2015.

Sensible Financial Planning & Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2015 after selling out during the quarter.
Sensible Financial Planning & Management sold 5,180 Schwab U.S Small- Cap ETF shares in Q3 2015, an estimated $74K.
Sensible Financial Planning & Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2014 and held it in 3 quarters.
Sensible Financial Planning & Management's Schwab U.S Small- Cap ETF position peaked at $74K in Q2 2015.
217 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2015, filed 6 Nov 2015.