IWM
SCHC icon

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

IHT 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
2017
Q1 		– Sell
-6
Closed – – 1312
2016
Q4 		$0 Buy
+6
New +$177 ﹤0.01% 1215

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's SCHC Position: Q1 2017 in Review

IHT Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2017, closing a stake of 6 shares.

IHT Wealth Management first reported a position in SCHC in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 114 funds tracked by Wall St. Rank hold SCHC as of Q1 2017.

  • IHT Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2017 after selling out during the quarter.
  • IHT Wealth Management sold 6 Schwab International Small-Cap Equity ETF shares in Q1 2017.
  • IHT Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2016 and held it in 1 quarter.
  • IHT Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $0 in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2017.

Based on IHT Wealth Management's 13F filing for Q1 2017, filed 16 May 2017.