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Truvvo Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Truvvo Partners’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
Q2 		– Sell
-1,001,464
Closed -$6.69M – 76
2018
Q1 		$6.69M Buy
1,001,464
+57,168
+6% +$1.01M 2.47% 12
2017
Q4 		$6.75M Hold
944,296
– – 2.28% 11
2017
Q3 		$6.08M Buy
944,296
+56,476
+6% +$908K 2.02% 13
2017
Q2 		$5.32M Buy
+887,820
New +$14M 1.92% 14

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Truvvo Partners's SCHA Position: Q2 2018 in Review

Truvvo Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2018, closing a stake of 1,001,464 shares — an estimated $6.69M sold.

Truvvo Partners first reported a position in SCHA in Q2 2017 and held it in 4 quarters. The position peaked at $6.75M in Q4 2017. 483 funds tracked by Wall St. Rank hold SCHA as of Q2 2018.

  • Truvvo Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Truvvo Partners sold 1,001,464 Schwab U.S Small- Cap ETF shares in Q2 2018, an estimated $6.69M.
  • Truvvo Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and held it in 4 quarters.
  • Truvvo Partners's Schwab U.S Small- Cap ETF position peaked at $6.75M in Q4 2017.
  • 483 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2018.

Based on Truvvo Partners's 13F filing for Q2 2018, filed 10 Aug 2018.