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Summit Equities’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Equities’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
2018
Q3 		$458K Buy
24,032
+2,080
+9% +$39.7K 0.08% 34
2018
Q2 		$404K Sell
21,952
-1,388
-6% -$25.1K 0.07% 34
2018
Q1 		$403K Buy
+23,340
New +$411K 0.07% 34

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Summit Equities's SCHA Position: Q3 2018 in Review

Summit Equities increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.5% in Q3 2018, buying an estimated $39.7K and bringing the position to 24,032 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #34.

Summit Equities first reported a position in SCHA in Q1 2018 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • Summit Equities held 24,032 shares of Schwab U.S Small- Cap ETF worth $458K as of Q3 2018.
  • Summit Equities bought 2,080 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $39.7K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Summit Equities's portfolio in Q3 2018, its #34 holding.
  • Summit Equities first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.