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Winfield Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Winfield Associates’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
Q1 		– Sell
-800
Closed -$14K – 542
2017
Q4 		$14K Hold
800
– – 0.01% 378
2017
Q3 		$13K Hold
800
– – 0.01% 379
2017
Q2 		$13K Hold
800
– – 0.01% 364
2017
Q1 		$13K Hold
800
– – 0.01% 355
2016
Q4 		$12K Hold
800
– – 0.01% 343
2016
Q3 		$12K Hold
800
– – 0.01% 322
2016
Q2 		$11K Buy
+800
New +$10.6K 0.01% 317

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winfield Associates's SCHA Position: Q1 2018 in Review

Winfield Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2018, closing a stake of 800 shares — an estimated $14K sold.

Winfield Associates first reported a position in SCHA in Q2 2016 and held it in 7 quarters. The position peaked at $14K in Q4 2017. 442 funds tracked by Wall St. Rank hold SCHA as of Q1 2018.

  • Winfield Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 800 Schwab U.S Small- Cap ETF shares in Q1 2018, an estimated $14K.
  • Winfield Associates first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and held it in 7 quarters.
  • Winfield Associates's Schwab U.S Small- Cap ETF position peaked at $14K in Q4 2017.
  • 442 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.