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

Hurlow Wealth Management Group’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 Q2	–	Sell	-21,641	Closed	-$545K	–	91
2020 Q1	$545K	Buy	21,641 +3,405	+19%	+$105K	0.58%	34
2019 Q4	$631K	Sell	18,236 -1,818	-9%	-$60.6K	0.62%	32
2019 Q3	$643K	Sell	20,054 -333	-2%	-$10.6K	0.68%	31
2019 Q2	$665K	Buy	20,387 +901	+5%	+$29.2K	0.7%	32
2019 Q1	$647K	Buy	19,486 +458	+2%	+$14.5K	0.69%	33
2018 Q4	$593K	Buy	+19,028	New	+$606K	0.72%	31

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Hurlow Wealth Management Group's SCHC Position: Q2 2020 in Review

Hurlow Wealth Management Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2020, closing a stake of 21,641 shares — an estimated $545K sold.

Hurlow Wealth Management Group first reported a position in SCHC in Q4 2018 and held it in 6 quarters. The position peaked at $665K in Q2 2019. 257 funds tracked by Wall St. Rank hold SCHC as of Q2 2020.

Hurlow Wealth Management Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2020 after selling out during the quarter.
Hurlow Wealth Management Group sold 21,641 Schwab International Small-Cap Equity ETF shares in Q2 2020, an estimated $545K.
Hurlow Wealth Management Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 6 quarters.
Hurlow Wealth Management Group's Schwab International Small-Cap Equity ETF position peaked at $665K in Q2 2019.
257 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2020.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2020, filed 15 Jul 2020.