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Financial Architects (New Jersey)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Financial Architects (New Jersey)’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
-2,316
Closed -$68K – 666
2020
Q2 		$68K Sell
2,316
-3,475
-60% -$96K 0.02% 375
2020
Q1 		$141K Sell
5,791
-4,045
-41% -$124K 0.04% 263
2019
Q4 		$341K Buy
9,836
+586
+6% +$19.5K 0.07% 179
2019
Q3 		$294K Buy
9,250
+1,621
+21% +$51.6K 0.07% 193
2019
Q2 		$249K Buy
7,629
+293
+4% +$9.5K 0.05% 225
2019
Q1 		$237K Buy
7,336
+473
+7% +$14.9K 0.04% 270
2018
Q4 		$200K Sell
6,863
-5,769
-46% -$184K 0.04% 263
2018
Q3 		$450K Hold
12,632
– – 0.07% 189
2018
Q2 		$456K Buy
12,632
+2,319
+22% +$85.7K 0.08% 173
2018
Q1 		$377K Buy
10,313
+409
+4% +$15.2K 0.07% 193
2017
Q4 		$363K Buy
9,904
+729
+8% +$26.4K 0.06% 208
2017
Q3 		$329K Buy
9,175
+873
+11% +$30.3K 0.06% 221
2017
Q2 		$279K Buy
8,302
+2,017
+32% +$66K 0.05% 242
2017
Q1 		$197K Buy
6,285
+4,838
+334% +$148K 0.03% 296
2016
Q4 		$42K Sell
1,447
-1,117
-44% -$33K 0.01% 612
2016
Q3 		$79K Buy
2,564
+31
+1% +$935 0.02% 446
2016
Q2 		$73K Sell
2,533
-30
-1% -$883 0.02% 445
2016
Q1 		$74K Buy
+2,563
New +$69.5K 0.03% 340
2015
Q3 		– Sell
-138
Closed -$4K – 770
2015
Q2 		$4K Buy
+138
New +$4.39K ﹤0.01% 1014
2015
Q1 		– Sell
-78
Closed -$2K – 1020
2014
Q4 		$2K Hold
78
– – ﹤0.01% 938
2014
Q3 		$2K Buy
+78
New +$2.58K ﹤0.01% 837

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 $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Architects (New Jersey)'s SCHC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2020, closing a stake of 2,316 shares — an estimated $68K sold.

Financial Architects (New Jersey) first reported a position in SCHC in Q3 2014 and held it in 21 quarters. The position peaked at $456K in Q2 2018. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,316 Schwab International Small-Cap Equity ETF shares in Q3 2020, an estimated $68K.
  • Financial Architects (New Jersey) first reported a position in Schwab International Small-Cap Equity ETF in Q3 2014 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s Schwab International Small-Cap Equity ETF position peaked at $456K in Q2 2018.
  • 258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.