SteelPeak Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SteelPeak Wealth’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
2020 Q1	–	Sell	-10,720	Closed	-$203K	–	295
2019 Q4	$203K	Buy	+10,720	New	+$194K	0.03%	237

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

FMT

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

SteelPeak Wealth's SCHA Position: Q1 2020 in Review

SteelPeak Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 10,720 shares — an estimated $203K sold.

SteelPeak Wealth first reported a position in SCHA in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

SteelPeak Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
SteelPeak Wealth sold 10,720 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $203K.
SteelPeak Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 1 quarter.
SteelPeak Wealth's Schwab U.S Small- Cap ETF position peaked at $203K in Q4 2019.
637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on SteelPeak Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.