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Wasatch Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wasatch Advisors’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
2016
Q1 		– Sell
-15,640
Closed -$204K – 381
2015
Q4 		$204K Buy
+15,640
New +$209K ﹤0.01% 365

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wasatch Advisors's SCHA Position: Q1 2016 in Review

Wasatch Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2016, closing a stake of 15,640 shares — an estimated $204K sold.

Wasatch Advisors first reported a position in SCHA in Q4 2015 and held it in 1 quarter. The position peaked at $204K in Q4 2015. 236 funds tracked by Wall St. Rank hold SCHA as of Q1 2016.

  • Wasatch Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Wasatch Advisors sold 15,640 Schwab U.S Small- Cap ETF shares in Q1 2016, an estimated $204K.
  • Wasatch Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and held it in 1 quarter.
  • Wasatch Advisors's Schwab U.S Small- Cap ETF position peaked at $204K in Q4 2015.
  • 236 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2016.

Based on Wasatch Advisors's 13F filing for Q1 2016, filed 16 May 2016.