Willow Creek Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Willow Creek Wealth 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 Q4	–	Sell	-14,356	Closed	-$250K	–	85
2019 Q3	$250K	Buy	14,356 +20	+0.1%	+$353	0.12%	72
2019 Q2	$256K	Buy	+14,336	New	+$253K	0.12%	67

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Willow Creek Wealth Management's SCHA Position: Q4 2019 in Review

Willow Creek Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2019, closing a stake of 14,356 shares — an estimated $250K sold.

Willow Creek Wealth Management first reported a position in SCHA in Q2 2019 and held it in 2 quarters. The position peaked at $256K in Q2 2019. 707 funds tracked by Wall St. Rank hold SCHA as of Q4 2019.

Willow Creek Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2019 after selling out during the quarter.
Willow Creek Wealth Management sold 14,356 Schwab U.S Small- Cap ETF shares in Q4 2019, an estimated $250K.
Willow Creek Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and held it in 2 quarters.
Willow Creek Wealth Management's Schwab U.S Small- Cap ETF position peaked at $256K in Q2 2019.
707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2019.

Based on Willow Creek Wealth Management's 13F filing for Q4 2019, filed 3 Feb 2020.