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Winslow Evans & Crocker’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$4K Buy
+160
New +$3.19K ﹤0.01% 1149
2019
Q4 		– Sell
-160
Closed -$4K – 1159
2019
Q3 		$4K Sell
160
-200
-56% -$3.53K ﹤0.01% 1012
2019
Q2 		$8K Sell
360
-240
-40% -$4.24K ﹤0.01% 891
2019
Q1 		$12K Sell
600
-800
-57% -$13.7K ﹤0.01% 784
2018
Q4 		$22K Sell
1,400
-1,360
-49% -$23K 0.01% 617
2018
Q3 		$54K Buy
2,760
+160
+6% +$3.05K 0.02% 473
2018
Q2 		$48K Hold
2,600
– – 0.02% 504
2018
Q1 		$44.9K Sell
2,600
-192
-7% -$3.38K 0.01% 502
2017
Q4 		$48.7K Sell
2,792
-528
-16% -$9.04K 0.02% 496
2017
Q3 		$55.9K Sell
3,320
-540
-14% -$8.68K 0.02% 453
2017
Q2 		$61.7K Sell
3,860
-140
-4% -$2.21K 0.02% 513
2017
Q1 		$63K Sell
4,000
-840
-17% -$13.2K 0.02% 494
2016
Q4 		$74.4K Buy
4,840
+520
+12% +$7.65K 0.02% 450
2016
Q3 		$62.2K Buy
4,320
+280
+7% +$3.97K 0.02% 494
2016
Q2 		$54.6K Hold
4,040
– – 0.02% 492
2016
Q1 		$52.6K Hold
4,040
– – 0.02% 489
2015
Q4 		$52.6K Hold
4,040
– – 0.02% 522
2015
Q3 		$51.3K Hold
4,040
– – 0.02% 514
2015
Q2 		$58.1K Buy
4,040
+296
+8% +$4.29K 0.02% 519
2015
Q1 		$53.8K Hold
3,744
– – 0.02% 534
2014
Q4 		$51.5K Hold
3,744
– – 0.01% 535
2014
Q3 		$48.1K Buy
3,744
+4
+0.1% +$53 0.01% 562
2014
Q2 		$51.2K Sell
3,740
-400
-10% -$5.28K 0.02% 495
2014
Q1 		$55.5K Hold
4,140
– – 0.02% 472
2013
Q4 		$54K Buy
+4,140
New +$52K 0.02% 504

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Winslow Evans & Crocker's SCHA Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2020: 160 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in SCHA as recently as Q3 2019.

Winslow Evans & Crocker first reported a position in SCHA in Q4 2013 and has held it in 25 quarters since. The position peaked at $74.4K in Q4 2016. 748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

  • Winslow Evans & Crocker held 160 shares of Schwab U.S Small- Cap ETF worth $4K as of Q4 2020.
  • Schwab U.S Small- Cap ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1149 holding.
  • Winslow Evans & Crocker first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's Schwab U.S Small- Cap ETF position peaked at $74.4K in Q4 2016.
  • 748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.