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Brouwer & Janachowski’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Brouwer & Janachowski’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
2020
Q2 		– Sell
-15,006
Closed -$366K – 48
2020
Q1 		$366K Hold
15,006
– – 0.07% 36
2019
Q4 		$520K Sell
15,006
-756
-5% -$25.2K 0.09% 32
2019
Q3 		$501K Hold
15,762
– – 0.09% 31
2019
Q2 		$514K Hold
15,762
– – 0.09% 32
2019
Q1 		$508K Sell
15,762
-25,536
-62% -$806K 0.09% 33
2018
Q4 		$1.2M Sell
41,298
-151,488
-79% -$4.82M 0.23% 23
2018
Q3 		$6.88M Sell
192,786
-411
-0.2% -$14.7K 1.22% 16
2018
Q2 		$6.97M Sell
193,197
-305,835
-61% -$11.3M 1.34% 15
2018
Q1 		$18.2M Sell
499,032
-89,625
-15% -$3.33M 3.6% 10
2017
Q4 		$21.6M Sell
588,657
-4,641
-0.8% -$168K 4.05% 9
2017
Q3 		$21.3M Buy
593,298
+6,750
+1% +$234K 4.12% 10
2017
Q2 		$19.7M Buy
586,548
+21,640
+4% +$708K 4.03% 10
2017
Q1 		$17.7M Buy
564,908
+33,178
+6% +$1.01M 3.86% 10
2016
Q4 		$15.5M Buy
531,730
+45,644
+9% +$1.35M 3.65% 10
2016
Q3 		$15M Buy
486,086
+114,808
+31% +$3.46M 3.76% 9
2016
Q2 		$10.7M Buy
371,278
+29,150
+9% +$858K 2.92% 11
2016
Q1 		$9.9M Buy
342,128
+51,326
+18% +$1.39M 3.38% 11
2015
Q4 		$8.38M Buy
290,802
+21,901
+8% +$647K 4.53% 8
2015
Q3 		$7.67M Buy
268,901
+102,516
+62% +$3.07M 3.6% 10
2015
Q2 		$5.21M Buy
166,385
+39,426
+31% +$1.25M 2.28% 14
2015
Q1 		$3.83M Buy
126,959
+41,974
+49% +$1.24M 1.63% 18
2014
Q4 		$2.45M Buy
84,985
+11,075
+15% +$331K 1.06% 25
2014
Q3 		$2.32M Buy
73,910
+41,979
+131% +$1.39M 1.11% 23
2014
Q2 		$1.09M Buy
31,931
+9,059
+40% +$302K 0.52% 28
2014
Q1 		$755K Buy
22,872
+14,835
+185% +$477K 0.37% 33
2013
Q4 		$257K Buy
+8,037
New +$252K 0.13% 45

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 $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brouwer & Janachowski's SCHC Position: Q2 2020 in Review

Brouwer & Janachowski sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2020, closing a stake of 15,006 shares — an estimated $366K sold.

Brouwer & Janachowski first reported a position in SCHC in Q4 2013 and held it in 26 quarters. The position peaked at $21.6M in Q4 2017. 257 funds tracked by Wall St. Rank hold SCHC as of Q2 2020.

  • Brouwer & Janachowski reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Brouwer & Janachowski sold 15,006 Schwab International Small-Cap Equity ETF shares in Q2 2020, an estimated $366K.
  • Brouwer & Janachowski first reported a position in Schwab International Small-Cap Equity ETF in Q4 2013 and held it in 26 quarters.
  • Brouwer & Janachowski's Schwab International Small-Cap Equity ETF position peaked at $21.6M in Q4 2017.
  • 257 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2020.

Based on Brouwer & Janachowski's 13F filing for Q2 2020, filed 3 Aug 2020.