Acorn Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Acorn Wealth 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
2019 Q2	–	Sell	-6,596	Closed	-$220K	–	128
2019 Q1	$220K	Sell	6,596 -900	-12%	-$28.4K	0.2%	114
2018 Q4	$229K	Buy	7,496 +392	+6%	+$12.5K	0.23%	97
2018 Q3	$232K	Buy	7,104 +1,224	+21%	+$43.7K	0.23%	105
2018 Q2	$209K	Hold	5,880	–	–	0.18%	108
2018 Q1	$218K	Buy	5,880 +405	+7%	+$15K	0.19%	105
2017 Q4	$205K	Buy	+5,475	New	+$198K	0.19%	99

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's SCHC Position: Q2 2019 in Review

Acorn Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2019, closing a stake of 6,596 shares — an estimated $220K sold.

Acorn Wealth Advisors first reported a position in SCHC in Q4 2017 and held it in 6 quarters. The position peaked at $232K in Q3 2018. 249 funds tracked by Wall St. Rank hold SCHC as of Q2 2019.

Acorn Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
Acorn Wealth Advisors sold 6,596 Schwab International Small-Cap Equity ETF shares in Q2 2019, an estimated $220K.
Acorn Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 6 quarters.
Acorn Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $232K in Q3 2018.
249 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2019.

Based on Acorn Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.