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

Westbourne Investment 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
2018
Q4 		– Sell
-7,452
Closed -$142K – 137
2018
Q3 		$142K Buy
+7,452
New +$142K 0.1% 113

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Westbourne Investment Advisors's SCHA Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2018, closing a stake of 7,452 shares — an estimated $142K sold.

Westbourne Investment Advisors first reported a position in SCHA in Q3 2018 and held it in 1 quarter. The position peaked at $142K in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHA as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 7,452 Schwab U.S Small- Cap ETF shares in Q4 2018, an estimated $142K.
  • Westbourne Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $142K in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.