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

Evercore 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
2016
Q1 		– Sell
-292
Closed -$8K – 1000
2015
Q4 		$8K Buy
+292
New +$8.63K ﹤0.01% 878

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Evercore Wealth Management's SCHC Position: Q1 2016 in Review

Evercore Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2016, closing a stake of 292 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in SCHC in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 98 funds tracked by Wall St. Rank hold SCHC as of Q1 2016.

  • Evercore Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 292 Schwab International Small-Cap Equity ETF shares in Q1 2016, an estimated $8K.
  • Evercore Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $8K in Q4 2015.
  • 98 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.