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Avantax Planning Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-417
Closed -$15K – 1017
2018
Q3 		$15K Buy
+417
New +$14.9K ﹤0.01% 777
2018
Q2 		– Sell
-417
Closed -$15K – 1242
2018
Q1 		$15K Buy
+417
New +$15.5K ﹤0.01% 897

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
MG
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Avantax Planning Partners's SCHC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2018, closing a stake of 417 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in SCHC in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 229 funds tracked by Wall St. Rank hold SCHC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 417 Schwab International Small-Cap Equity ETF shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Schwab International Small-Cap Equity ETF position peaked at $15K in Q3 2018.
  • 229 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.