Burt Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Burt Wealth 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
2020 Q3	–	Sell	-500	Closed	-$15K	–	434
2020 Q2	$15K	Hold	500	–	–	0.01%	245
2020 Q1	$12K	Hold	500	–	–	0.01%	257
2019 Q4	$17K	Hold	500	–	–	0.01%	255
2019 Q3	$16K	Hold	500	–	–	0.01%	257
2019 Q2	$16K	Hold	500	–	–	0.01%	259
2019 Q1	$16K	Buy	+500	New	+$15.8K	0.01%	257

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Burt Wealth Advisors's SCHC Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2020, closing a stake of 500 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in SCHC in Q1 2019 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

Burt Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 500 Schwab International Small-Cap Equity ETF shares in Q3 2020, an estimated $15K.
Burt Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 6 quarters.
Burt Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $17K in Q4 2019.
258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.