SIA
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Stancorp Investment Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stancorp Investment Advisers’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
Q1 		$45K Buy
3,156
+200
+7% +$2.79K 0.02% 290
2014
Q4 		$41K Buy
+2,956
New +$39.3K 0.02% 279

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
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Stancorp Investment Advisers's SCHA Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.8% in Q1 2015, buying an estimated $2.79K and bringing the position to 3,156 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #290.

Stancorp Investment Advisers first reported a position in SCHA in Q4 2014 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SCHA as of Q1 2015.

  • Stancorp Investment Advisers held 3,156 shares of Schwab U.S Small- Cap ETF worth $45K as of Q1 2015.
  • Stancorp Investment Advisers bought 200 Schwab U.S Small- Cap ETF shares in Q1 2015, an estimated $2.79K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Stancorp Investment Advisers's portfolio in Q1 2015, its #290 holding.
  • Stancorp Investment Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.