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Berman Capital Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Berman Capital 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
2021
Q2 		– Sell
-47
Closed -$1K – 2021
2021
Q1 		$1K Buy
+47
New +$1.83K ﹤0.01% 1689

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Berman Capital Advisors's SCHC Position: Q2 2021 in Review

Berman Capital Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2021, closing a stake of 47 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SCHC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 315 funds tracked by Wall St. Rank hold SCHC as of Q2 2021.

  • Berman Capital Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 47 Schwab International Small-Cap Equity ETF shares in Q2 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Schwab International Small-Cap Equity ETF position peaked at $1K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.