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Bellwether Investment Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bellwether Investment 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
2016
Q2 		$2K Buy
+55
New +$1.62K ﹤0.01% 585

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Bellwether Investment Group's SCHC Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2016: 55 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings.

97 funds tracked by Wall St. Rank hold SCHC as of Q2 2016.

  • Bellwether Investment Group held 55 shares of Schwab International Small-Cap Equity ETF worth $2K as of Q2 2016.
  • Schwab International Small-Cap Equity ETF was a new Bellwether Investment Group position in Q2 2016.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Bellwether Investment Group's portfolio in Q2 2016, its #585 holding.
  • 97 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.