IA
SCHC icon

Independence Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Independence Advisors’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 		$39K Hold
1,209
– – 0.01% 130
2020
Q2 		$36K Hold
1,209
– – 0.01% 127
2020
Q1 		$29K Hold
1,209
– – 0.01% 119
2019
Q4 		$42K Buy
+1,209
New +$40.3K 0.01% 126

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 $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independence Advisors's SCHC Position: Q3 2020 in Review

Independence Advisors held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2020 at 1,209 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #130.

Independence Advisors first reported a position in SCHC in Q4 2019 and has held it in 4 quarters since. The position peaked at $42K in Q4 2019. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

  • Independence Advisors held 1,209 shares of Schwab International Small-Cap Equity ETF worth $39K as of Q3 2020.
  • Independence Advisors left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2020.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #130 holding.
  • Independence Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's Schwab International Small-Cap Equity ETF position peaked at $42K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.