Chicago Partners Investment Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Chicago Partners Investment Group’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
2018 Q4	–	Sell	-276	Closed	-$9K	–	799
2018 Q3	$9K	Hold	276	–	–	﹤0.01%	845
2018 Q2	$10K	Hold	276	–	–	﹤0.01%	806
2018 Q1	$10K	Hold	276	–	–	﹤0.01%	777
2017 Q4	$10K	Hold	276	–	–	﹤0.01%	750
2017 Q3	$10K	Buy	+276	New	+$9.57K	﹤0.01%	780
2015 Q1	–	Sell	-34	Closed	-$1K	–	520
2014 Q4	$1K	Buy	+34	New	+$1.02K	﹤0.01%	516

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RRC

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

Chicago Partners Investment Group's SCHC Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2018, closing a stake of 276 shares — an estimated $9K sold.

Chicago Partners Investment Group first reported a position in SCHC in Q4 2014 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 229 funds tracked by Wall St. Rank hold SCHC as of Q4 2018.

Chicago Partners Investment Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 276 Schwab International Small-Cap Equity ETF shares in Q4 2018, an estimated $9K.
Chicago Partners Investment Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2014 and held it in 6 quarters.
Chicago Partners Investment Group's Schwab International Small-Cap Equity ETF position peaked at $10K in Q2 2018.
229 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.