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Founders Bank & Trust’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-96
Closed -$3K – 382
2013
Q4 		$3K Buy
+96
New +$3.02K ﹤0.01% 365

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
BPBT
Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Founders Bank & Trust's SCHC Position: Q1 2014 in Review

Founders Bank & Trust sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2014, closing a stake of 96 shares — an estimated $3K sold.

Founders Bank & Trust first reported a position in SCHC in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 54 funds tracked by Wall St. Rank hold SCHC as of Q1 2014.

  • Founders Bank & Trust reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 96 Schwab International Small-Cap Equity ETF shares in Q1 2014, an estimated $3K.
  • Founders Bank & Trust first reported a position in Schwab International Small-Cap Equity ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's Schwab International Small-Cap Equity ETF position peaked at $3K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.