BSW Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

BSW Wealth 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
2019 Q1	–	Sell	-7,244	Closed	-$211K	–	107
2018 Q4	$211K	Sell	7,244 -8	-0.1%	-$255	0.08%	83
2018 Q3	$259K	Buy	7,252 +70	+1%	+$2.5K	0.1%	99
2018 Q2	$259K	Buy	7,182 +126	+2%	+$4.66K	0.11%	74
2018 Q1	$258K	Hold	7,056	–	–	0.12%	69
2017 Q4	$258K	Buy	7,056 +39	+0.6%	+$1.41K	0.11%	72
2017 Q3	$251K	Sell	7,017 -5,818	-45%	-$202K	0.11%	70
2017 Q2	$432K	Buy	12,835 +2,252	+21%	+$73.7K	0.2%	45
2017 Q1	$332K	Sell	10,583 -3,450	-25%	-$105K	0.16%	48
2016 Q4	$408K	Buy	+14,033	New	+$415K	0.21%	47

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

BSW Wealth Partners's SCHC Position: Q1 2019 in Review

BSW Wealth Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2019, closing a stake of 7,244 shares — an estimated $211K sold.

BSW Wealth Partners first reported a position in SCHC in Q4 2016 and held it in 9 quarters. The position peaked at $432K in Q2 2017. 243 funds tracked by Wall St. Rank hold SCHC as of Q1 2019.

BSW Wealth Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2019 after selling out during the quarter.
BSW Wealth Partners sold 7,244 Schwab International Small-Cap Equity ETF shares in Q1 2019, an estimated $211K.
BSW Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2016 and held it in 9 quarters.
BSW Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $432K in Q2 2017.
243 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2019.

Based on BSW Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.