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Cedar Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Cedar Wealth Management’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
-3
Closed – – 225
2020
Q2 		$0 Sell
3
-6,898
-100% -$191K ﹤0.01% 237
2020
Q1 		$168K Buy
6,901
+6,894
+98,486% +$212K 0.11% 84
2019
Q4 		$0 Buy
7
+3
+75% +$100 ﹤0.01% 182
2019
Q3 		$0 Hold
4
– – ﹤0.01% 169
2019
Q2 		$0 Buy
4
+3
+300% +$97 ﹤0.01% 172
2019
Q1 		$0 Buy
+1
New +$32 ﹤0.01% 169

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
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
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

Cedar Wealth Management's SCHC Position: Q3 2020 in Review

Cedar Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2020, closing a stake of 3 shares.

Cedar Wealth Management first reported a position in SCHC in Q1 2019 and held it in 6 quarters. The position peaked at $168K in Q1 2020. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

  • Cedar Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Cedar Wealth Management sold 3 Schwab International Small-Cap Equity ETF shares in Q3 2020.
  • Cedar Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 6 quarters.
  • Cedar Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $168K in Q1 2020.
  • 258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Cedar Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.