SCA
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Stuart Chaussee & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stuart Chaussee & Associates’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
-2,904
Closed -$55K – 114
2019
Q4 		$55K Buy
+2,904
New +$52.5K 0.03% 41

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 $108B AUM 26.14% 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 $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $666B AUM 30.12% 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

Stuart Chaussee & Associates's SCHA Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 2,904 shares — an estimated $55K sold.

Stuart Chaussee & Associates first reported a position in SCHA in Q4 2019 and held it in 1 quarter. The position peaked at $55K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

  • Stuart Chaussee & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 2,904 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $55K.
  • Stuart Chaussee & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Schwab U.S Small- Cap ETF position peaked at $55K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.