Wallington Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wallington Asset 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
2014 Q2	–	Sell	-1,028	Closed	-$14K	–	121
2014 Q1	$14K	Buy	+1,028	New	+$13.6K	﹤0.01%	97

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Wallington Asset Management's SCHA Position: Q2 2014 in Review

Wallington Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2014, closing a stake of 1,028 shares — an estimated $14K sold.

Wallington Asset Management first reported a position in SCHA in Q1 2014 and held it in 1 quarter. The position peaked at $14K in Q1 2014. 157 funds tracked by Wall St. Rank hold SCHA as of Q2 2014.

Wallington Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2014 after selling out during the quarter.
Wallington Asset Management sold 1,028 Schwab U.S Small- Cap ETF shares in Q2 2014, an estimated $14K.
Wallington Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and held it in 1 quarter.
Wallington Asset Management's Schwab U.S Small- Cap ETF position peaked at $14K in Q1 2014.
157 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2014.

Based on Wallington Asset Management's 13F filing for Q2 2014, filed 30 Jul 2014.