Steel Grove Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Steel Grove Capital Advisors’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	–	Sell	-20,536	Closed	-$359K	–	121
2019 Q1	$359K	Sell	20,536 -1,144	-5%	-$19.6K	0.23%	89
2018 Q4	$329K	Buy	21,680 +176	+0.8%	+$2.97K	0.05%	240
2018 Q3	$410K	Buy	21,504 +48	+0.2%	+$915	0.06%	224
2018 Q2	$395K	Buy	+21,456	New	+$388K	0.06%	214

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

FMT

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Steel Grove Capital Advisors's SCHA Position: Q2 2019 in Review

Steel Grove Capital Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2019, closing a stake of 20,536 shares — an estimated $359K sold.

Steel Grove Capital Advisors first reported a position in SCHA in Q2 2018 and held it in 4 quarters. The position peaked at $410K in Q3 2018. 596 funds tracked by Wall St. Rank hold SCHA as of Q2 2019.

Steel Grove Capital Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 20,536 Schwab U.S Small- Cap ETF shares in Q2 2019, an estimated $359K.
Steel Grove Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 4 quarters.
Steel Grove Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $410K in Q3 2018.
596 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.