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

Wealthfront’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	$233K	Buy	12,224 +88	+0.7%	+$1.68K	﹤0.01%	489
2018 Q2	$223K	Sell	12,136 -4,052	-25%	-$73.3K	﹤0.01%	484
2018 Q1	$280K	Sell	16,188 -820	-5%	-$14.5K	﹤0.01%	450
2017 Q4	$297K	Buy	17,008 +2,528	+17%	+$43.3K	﹤0.01%	431
2017 Q3	$244K	Buy	+14,480	New	+$233K	﹤0.01%	457
2015 Q4	–	Sell	-20	Closed	–	–	901
2015 Q3	$0	Sell	20 -144	-88%	-$1.98K	﹤0.01%	1400
2015 Q2	$2K	Sell	164 -56	-25%	-$812	﹤0.01%	1189
2015 Q1	$3K	Buy	220 +152	+224%	+$2.12K	﹤0.01%	937
2014 Q4	$1K	Buy	+68	New	+$903	﹤0.01%	630

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

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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

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

Wealthfront's SCHA Position: Q3 2018 in Review

Wealthfront increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.73% in Q3 2018, buying an estimated $1.68K and bringing the position to 12,224 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Wealthfront first reported a position in SCHA in Q4 2014 and has held it in 9 quarters since. The position peaked at $297K in Q4 2017. 511 funds tracked by Wall St. Rank hold SCHA as of Q3 2018.

Wealthfront held 12,224 shares of Schwab U.S Small- Cap ETF worth $233K as of Q3 2018.
Wealthfront bought 88 Schwab U.S Small- Cap ETF shares in Q3 2018, an estimated $1.68K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #489 holding.
Wealthfront first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 9 quarters since.
Wealthfront's Schwab U.S Small- Cap ETF position peaked at $297K in Q4 2017.
511 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.