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Stratford Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stratford Consulting’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 		$3M Buy
233,052
+232,992
+388,320% +$3.96M 1.37% 18
2019
Q4 		$1K Buy
+60
New +$1.09K ﹤0.01% 82

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 $113B AUM 34.64% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
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

Stratford Consulting's SCHA Position: Q1 2020 in Review

Stratford Consulting increased its Schwab U.S Small- Cap ETF (SCHA) stake by 388,320% in Q1 2020, buying an estimated $3.96M and bringing the position to 233,052 shares worth $3M. The position accounts for 1.37% of the portfolio, ranked #18.

Stratford Consulting first reported a position in SCHA in Q4 2019 and has held it in 2 quarters since. 638 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

  • Stratford Consulting held 233,052 shares of Schwab U.S Small- Cap ETF worth $3M as of Q1 2020.
  • Stratford Consulting bought 232,992 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $3.96M.
  • Schwab U.S Small- Cap ETF made up 1.37% of Stratford Consulting's portfolio in Q1 2020, its #18 holding.
  • Stratford Consulting first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • 638 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.