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Zuckerman Investment Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Zuckerman Investment Group’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
Q2 		– Sell
-17,948
Closed -$231K – 83
2020
Q1 		$231K Buy
+17,948
New +$305K 0.07% 61

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
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
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
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Zuckerman Investment Group's SCHA Position: Q2 2020 in Review

Zuckerman Investment Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2020, closing a stake of 17,948 shares — an estimated $231K sold.

Zuckerman Investment Group first reported a position in SCHA in Q1 2020 and held it in 1 quarter. The position peaked at $231K in Q1 2020. 633 funds tracked by Wall St. Rank hold SCHA as of Q2 2020.

  • Zuckerman Investment Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Zuckerman Investment Group sold 17,948 Schwab U.S Small- Cap ETF shares in Q2 2020, an estimated $231K.
  • Zuckerman Investment Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 1 quarter.
  • Zuckerman Investment Group's Schwab U.S Small- Cap ETF position peaked at $231K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2020.

Based on Zuckerman Investment Group's 13F filing for Q2 2020, filed 14 Aug 2020.