Gupta Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Gupta Wealth 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
2016 Q1	$207K	Buy	7,137 +4,987	+232%	+$135K	0.05%	242
2015 Q4	$62K	Hold	2,150	–	–	0.02%	393
2015 Q3	$61K	Hold	2,150	–	–	0.01%	411
2015 Q2	$67K	Hold	2,150	–	–	0.02%	410
2015 Q1	$65K	Buy	+2,150	New	+$63.6K	0.02%	365

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Gupta Wealth Management's SCHC Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 232% in Q1 2016, buying an estimated $135K and bringing the position to 7,137 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #242.

Gupta Wealth Management first reported a position in SCHC in Q1 2015 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold SCHC as of Q1 2016.

Gupta Wealth Management held 7,137 shares of Schwab International Small-Cap Equity ETF worth $207K as of Q1 2016.
Gupta Wealth Management bought 4,987 Schwab International Small-Cap Equity ETF shares in Q1 2016, an estimated $135K.
Schwab International Small-Cap Equity ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #242 holding.
Gupta Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2015 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.