Kavar Capital Partners Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Kavar Capital Partners 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
2019 Q3	–	Sell	-1,096	Closed	-$36K	–	386
2019 Q2	$36K	Buy	+1,096	New	+$35.5K	0.01%	260
2018 Q3	–	Sell	-1,422	Closed	-$51K	–	325
2018 Q2	$51K	Hold	1,422	–	–	0.03%	188
2018 Q1	$52K	Buy	+1,422	New	+$52.8K	0.03%	182
2016 Q1	–	Sell	-2,154	Closed	-$62K	–	335
2015 Q4	$62K	Sell	2,154 -675	-24%	-$19.9K	0.04%	156
2015 Q3	$76K	Sell	2,829 -1,355	-32%	-$40.6K	0.05%	149
2015 Q2	$130K	Buy	+4,184	New	+$133K	0.09%	134
2014 Q2	–	Sell	-5,107	Closed	-$168K	–	377
2014 Q1	$168K	Buy	5,107 +391	+8%	+$12.6K	0.14%	134
2013 Q4	$150K	Buy	+4,716	New	+$148K	0.13%	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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Kavar Capital Partners Group's SCHC Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2019, closing a stake of 1,096 shares — an estimated $36K sold.

Kavar Capital Partners Group first reported a position in SCHC in Q4 2013 and held it in 8 quarters. The position peaked at $168K in Q1 2014. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2019.

Kavar Capital Partners Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,096 Schwab International Small-Cap Equity ETF shares in Q3 2019, an estimated $36K.
Kavar Capital Partners Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Schwab International Small-Cap Equity ETF position peaked at $168K in Q1 2014.
250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.