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

JOYN 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
2018
Q3 		– Sell
-42
Closed -$2K – 1866
2018
Q2 		$2K Buy
+42
New +$1.55K ﹤0.01% 1452

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

JOYN Advisors's SCHC Position: Q3 2018 in Review

JOYN Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 42 shares — an estimated $2K sold.

JOYN Advisors first reported a position in SCHC in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

  • JOYN Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 42 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $2K.
  • JOYN Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's Schwab International Small-Cap Equity ETF position peaked at $2K in Q2 2018.
  • 193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.