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

Weatherstone 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
Q1 		– Sell
-296,532
Closed -$5.65M – 131
2018
Q4 		$5.65M Buy
+296,532
New +$5.01M 1.39% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Weatherstone Capital Management's SCHA Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2019, closing a stake of 296,532 shares — an estimated $5.65M sold.

Weatherstone Capital Management first reported a position in SCHA in Q4 2018 and held it in 1 quarter. The position peaked at $5.65M in Q4 2018. 584 funds tracked by Wall St. Rank hold SCHA as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 296,532 Schwab U.S Small- Cap ETF shares in Q1 2019, an estimated $5.65M.
  • Weatherstone Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab U.S Small- Cap ETF position peaked at $5.65M in Q4 2018.
  • 584 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.