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

TMD & 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
2018
Q3 		– Sell
-97,192
Closed -$1.79M – 44
2018
Q2 		$1.79M Buy
+97,192
New +$1.76M 1.39% 13

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $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
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

TMD & Associates's SCHA Position: Q3 2018 in Review

TMD & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2018, closing a stake of 97,192 shares — an estimated $1.79M sold.

TMD & Associates first reported a position in SCHA in Q2 2018 and held it in 1 quarter. The position peaked at $1.79M in Q2 2018. 510 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

  • TMD & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2018 after selling out during the quarter.
  • TMD & Associates sold 97,192 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $1.79M.
  • TMD & Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 1 quarter.
  • TMD & Associates's Schwab U.S Small- Cap ETF position peaked at $1.79M in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on TMD & Associates's 13F filing for Q3 2018, filed 12 Oct 2018.