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1834 Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

1834 Investment Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,151
Closed -$114K – 421
2018
Q2 		$114K Hold
3,151
– – 0.02% 212
2018
Q1 		$115K Hold
3,151
– – 0.02% 204
2017
Q4 		$115K Buy
+3,151
New +$114K 0.02% 223

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

1834 Investment Advisors's SCHC Position: Q3 2018 in Review

1834 Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 3,151 shares — an estimated $114K sold.

1834 Investment Advisors first reported a position in SCHC in Q4 2017 and held it in 3 quarters. The position peaked at $115K in Q1 2018. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

  • 1834 Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 3,151 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $114K.
  • 1834 Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 3 quarters.
  • 1834 Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $115K in Q1 2018.
  • 193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.