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Capital Advisory Group Advisory Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Capital Advisory Group Advisory Services’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
Q1 		– Sell
-127
Closed -$4K – 468
2019
Q4 		$4K Buy
+127
New +$4.24K ﹤0.01% 178

Other funds holding SCHC

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Capital Advisory Group Advisory Services's SCHC Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 127 shares — an estimated $4K sold.

Capital Advisory Group Advisory Services first reported a position in SCHC in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

  • Capital Advisory Group Advisory Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 127 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $4K.
  • Capital Advisory Group Advisory Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Schwab International Small-Cap Equity ETF position peaked at $4K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.