KJWM
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Kiley Juergens Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-279
Closed -$9K – 523
2018
Q3 		$9K Hold
279
– – 0.01% 479
2018
Q2 		$10K Buy
+279
New +$10.3K 0.01% 433
2018
Q1 		– Sell
-279
Closed -$10K – 501
2017
Q4 		$10K Buy
+279
New +$10.1K 0.01% 460

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Kiley Juergens Wealth Management's SCHC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2018, closing a stake of 279 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in SCHC in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 229 funds tracked by Wall St. Rank hold SCHC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 279 Schwab International Small-Cap Equity ETF shares in Q4 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $10K in Q2 2018.
  • 229 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.