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

Institute for 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
2014
Q1 		– Sell
-1
Closed – – 78
2013
Q4 		$0 Buy
+1
New +$31 ﹤0.01% 79

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

Institute for Wealth Management's SCHC Position: Q1 2014 in Review

Institute for Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2014, closing a stake of 1 share.

Institute for Wealth Management first reported a position in SCHC in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 54 funds tracked by Wall St. Rank hold SCHC as of Q1 2014.

  • Institute for Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 1 Schwab International Small-Cap Equity ETF share in Q1 2014.
  • Institute for Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $0 in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2014.

Based on Institute for Wealth Management's 13F filing for Q1 2014, filed 11 Apr 2014.