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Whitney & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Whitney & Co’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
-1,216
Closed -$22K – 383
2018
Q3 		$22K Buy
+1,216
New +$23.2K 0.01% 238

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

Whitney & Co's SCHA Position: Q4 2018 in Review

Whitney & Co sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2018, closing a stake of 1,216 shares — an estimated $22K sold.

Whitney & Co first reported a position in SCHA in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHA as of Q4 2018.

  • Whitney & Co reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 1,216 Schwab U.S Small- Cap ETF shares in Q4 2018, an estimated $22K.
  • Whitney & Co first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Schwab U.S Small- Cap ETF position peaked at $22K in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.