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

WJ 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
2020
Q1 		– Sell
-39,144
Closed -$740K – 31
2019
Q4 		$740K Buy
+39,144
New +$708K 1.87% 17

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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

WJ Wealth Management's SCHA Position: Q1 2020 in Review

WJ Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2020, closing a stake of 39,144 shares — an estimated $740K sold.

WJ Wealth Management first reported a position in SCHA in Q4 2019 and held it in 1 quarter. The position peaked at $740K in Q4 2019. 637 funds tracked by Wall St. Rank hold SCHA as of Q1 2020.

  • WJ Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • WJ Wealth Management sold 39,144 Schwab U.S Small- Cap ETF shares in Q1 2020, an estimated $740K.
  • WJ Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 1 quarter.
  • WJ Wealth Management's Schwab U.S Small- Cap ETF position peaked at $740K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2020.

Based on WJ Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.