Fairview Capital Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Fairview Capital Investment 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 Q2	–	Sell	-8,310	Closed	-$202K	–	133
2020 Q1	$202K	Sell	8,310 -1,007	-11%	-$31K	0.01%	127
2019 Q4	$322K	Hold	9,317	–	–	0.02%	117
2019 Q3	$296K	Sell	9,317 -1,468	-14%	-$46.7K	0.01%	124
2019 Q2	$352K	Hold	10,785	–	–	0.02%	121
2019 Q1	$347K	Buy	10,785 +2,885	+37%	+$91.1K	0.02%	120
2018 Q4	$229K	Buy	+7,900	New	+$252K	0.01%	131

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fairview Capital Investment Management's SCHC Position: Q2 2020 in Review

Fairview Capital Investment Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2020, closing a stake of 8,310 shares — an estimated $202K sold.

Fairview Capital Investment Management first reported a position in SCHC in Q4 2018 and held it in 6 quarters. The position peaked at $352K in Q2 2019. 257 funds tracked by Wall St. Rank hold SCHC as of Q2 2020.

Fairview Capital Investment Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2020 after selling out during the quarter.
Fairview Capital Investment Management sold 8,310 Schwab International Small-Cap Equity ETF shares in Q2 2020, an estimated $202K.
Fairview Capital Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 6 quarters.
Fairview Capital Investment Management's Schwab International Small-Cap Equity ETF position peaked at $352K in Q2 2019.
257 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2020.

Based on Fairview Capital Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.