WealthBridge Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WealthBridge Capital 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 Q2	–	Sell	-8,940	Closed	-$160K	–	720
2019 Q1	$160K	Buy	8,940 +600	+7%	+$10.3K	0.1%	130
2018 Q4	$127K	Buy	+8,340	New	+$141K	0.1%	140

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WealthBridge Capital Management's SCHA Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2019, closing a stake of 8,940 shares — an estimated $160K sold.

WealthBridge Capital Management first reported a position in SCHA in Q4 2018 and held it in 2 quarters. The position peaked at $160K in Q1 2019. 596 funds tracked by Wall St. Rank hold SCHA as of Q2 2019.

WealthBridge Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 8,940 Schwab U.S Small- Cap ETF shares in Q2 2019, an estimated $160K.
WealthBridge Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Schwab U.S Small- Cap ETF position peaked at $160K in Q1 2019.
596 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.