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

Cornerstone 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
2018
Q3 		– Sell
-13,324
Closed -$481K – 48
2018
Q2 		$481K Hold
13,324
– – 0.28% 33
2018
Q1 		$486K Buy
+13,324
New +$495K 0.28% 35

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Cornerstone Management's SCHC Position: Q3 2018 in Review

Cornerstone Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 13,324 shares — an estimated $481K sold.

Cornerstone Management first reported a position in SCHC in Q1 2018 and held it in 2 quarters. The position peaked at $486K in Q1 2018. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

  • Cornerstone Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Management sold 13,324 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $481K.
  • Cornerstone Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2018 and held it in 2 quarters.
  • Cornerstone Management's Schwab International Small-Cap Equity ETF position peaked at $486K in Q1 2018.
  • 193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on Cornerstone Management's 13F filing for Q3 2018, filed 26 May 2023.