AP
SCHC icon

Atwood & Palmer’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Atwood & Palmer’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
2016
Q1 		– Sell
-749
Closed -$22K – 373
2015
Q4 		$22K Hold
749
– – ﹤0.01% 267
2015
Q3 		$21K Buy
+749
New +$22.5K ﹤0.01% 268

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Atwood & Palmer's SCHC Position: Q1 2016 in Review

Atwood & Palmer sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2016, closing a stake of 749 shares — an estimated $22K sold.

Atwood & Palmer first reported a position in SCHC in Q3 2015 and held it in 2 quarters. The position peaked at $22K in Q4 2015. 98 funds tracked by Wall St. Rank hold SCHC as of Q1 2016.

  • Atwood & Palmer reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 749 Schwab International Small-Cap Equity ETF shares in Q1 2016, an estimated $22K.
  • Atwood & Palmer first reported a position in Schwab International Small-Cap Equity ETF in Q3 2015 and held it in 2 quarters.
  • Atwood & Palmer's Schwab International Small-Cap Equity ETF position peaked at $22K in Q4 2015.
  • 98 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.