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TD Ameritrade Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TD Ameritrade Investment Management’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
Q4 		– Sell
-940
Closed -$16K – 650
2019
Q3 		$16K Buy
+940
New +$16.6K ﹤0.01% 393

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
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
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TD Ameritrade Investment Management's SCHA Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2019, closing a stake of 940 shares — an estimated $16K sold.

TD Ameritrade Investment Management first reported a position in SCHA in Q3 2019 and held it in 1 quarter. The position peaked at $16K in Q3 2019. 707 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

  • TD Ameritrade Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 940 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $16K.
  • TD Ameritrade Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and held it in 1 quarter.
  • TD Ameritrade Investment Management's Schwab U.S Small- Cap ETF position peaked at $16K in Q3 2019.
  • 707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.