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

Financial Advantage’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 Q3	–	Sell	-253	Closed	-$7K	–	142
2020 Q2	$7K	Buy	+253	New	+$6.99K	0.01%	139
2019 Q4	–	Sell	-1,442	Closed	-$45K	–	134
2019 Q3	$45K	Buy	+1,442	New	+$45.9K	0.03%	80

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 $10B AUM 15.14% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Financial Advantage's SCHC Position: Q3 2020 in Review

Financial Advantage sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2020, closing a stake of 253 shares — an estimated $7K sold.

Financial Advantage first reported a position in SCHC in Q3 2019 and held it in 2 quarters. The position peaked at $45K in Q3 2019. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

Financial Advantage reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
Financial Advantage sold 253 Schwab International Small-Cap Equity ETF shares in Q3 2020, an estimated $7K.
Financial Advantage first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 2 quarters.
Financial Advantage's Schwab International Small-Cap Equity ETF position peaked at $45K in Q3 2019.
258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.