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

WFG 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
2014
Q3 		– Sell
-8
Closed – – 2160
2014
Q2 		$0 Sell
8
-6,696
-100% -$88.3K ﹤0.01% 2058
2014
Q1 		$90K Buy
6,704
+28
+0.4% +$370 0.02% 675
2013
Q4 		$88K Sell
6,676
-2,152
-24% -$27K 0.01% 793
2013
Q3 		$106K Buy
8,828
+24
+0.3% +$282 0.02% 690
2013
Q2 		$97K Buy
+8,804
New +$95.5K 0.02% 676

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

WFG Advisors's SCHA Position: Q3 2014 in Review

WFG Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2014, closing a stake of 8 shares.

WFG Advisors first reported a position in SCHA in Q2 2013 and held it in 5 quarters. The position peaked at $106K in Q3 2013. 157 funds tracked by Wall St. Rank hold SCHA as of Q3 2014.

  • WFG Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 8 Schwab U.S Small- Cap ETF shares in Q3 2014.
  • WFG Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's Schwab U.S Small- Cap ETF position peaked at $106K in Q3 2013.
  • 157 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.