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DWM Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

DWM Financial 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
2020
Q2 		– Sell
-89,604
Closed -$2.19M – 35
2020
Q1 		$2.19M Sell
89,604
-19,832
-18% -$610K 4.8% 7
2019
Q4 		$3.79M Buy
+109,436
New +$3.65M 3.86% 7

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

DWM Financial Group's SCHC Position: Q2 2020 in Review

DWM Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2020, closing a stake of 89,604 shares — an estimated $2.19M sold.

DWM Financial Group first reported a position in SCHC in Q4 2019 and held it in 2 quarters. The position peaked at $3.79M in Q4 2019. 257 funds tracked by Wall St. Rank hold SCHC as of Q2 2020.

  • DWM Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2020 after selling out during the quarter.
  • DWM Financial Group sold 89,604 Schwab International Small-Cap Equity ETF shares in Q2 2020, an estimated $2.19M.
  • DWM Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 2 quarters.
  • DWM Financial Group's Schwab International Small-Cap Equity ETF position peaked at $3.79M in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.