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Fiduciary Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Fiduciary Planning’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
Q1 		– Sell
-8,182
Closed -$277K – 67
2019
Q4 		$277K Buy
+8,182
New +$273K 0.26% 48

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Fiduciary Planning's SCHC Position: Q1 2020 in Review

Fiduciary Planning sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 8,182 shares — an estimated $277K sold.

Fiduciary Planning first reported a position in SCHC in Q4 2019 and held it in 1 quarter. The position peaked at $277K in Q4 2019. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

  • Fiduciary Planning reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 8,182 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $277K.
  • Fiduciary Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's Schwab International Small-Cap Equity ETF position peaked at $277K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.