Alliance Wealth Management Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Alliance Wealth Management Group’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	-11,321	Closed	-$408K	–	58
2018 Q2	$408K	Sell	11,321 -23,852	-68%	-$881K	0.24%	45
2018 Q1	$1.28M	Sell	35,173 -690	-2%	-$25.6K	0.6%	35
2017 Q4	$1.32M	Sell	35,863 -38,632	-52%	-$1.4M	0.65%	31
2017 Q3	$2.67M	Buy	74,495 +38,918	+109%	+$1.35M	0.68%	30
2017 Q2	$1.19M	Buy	35,577 +496	+1%	+$16.2K	0.67%	32
2017 Q1	$1.13M	Buy	+35,081	New	+$1.07M	0.65%	34
2016 Q1	–	Sell	-19,435	Closed	-$560K	–	35
2015 Q4	$560K	Buy	+19,435	New	+$574K	0.53%	20

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

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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 $2.43B AUM 21.99% 1-Year Est. Return

Alliance Wealth Management Group's SCHC Position: Q3 2018 in Review

Alliance Wealth Management Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 11,321 shares — an estimated $408K sold.

Alliance Wealth Management Group first reported a position in SCHC in Q4 2015 and held it in 7 quarters. The position peaked at $2.67M in Q3 2017. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

Alliance Wealth Management Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
Alliance Wealth Management Group sold 11,321 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $408K.
Alliance Wealth Management Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and held it in 7 quarters.
Alliance Wealth Management Group's Schwab International Small-Cap Equity ETF position peaked at $2.67M in Q3 2017.
193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on Alliance Wealth Management Group's 13F filing for Q3 2018, filed 14 Nov 2018.