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

Landmark Financial 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
2019
Q3 		– Sell
-7,279
Closed -$237K – 61
2019
Q2 		$237K Buy
+7,279
New +$236K 0.15% 53

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 $202B AUM 37.79% 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 $11.5B AUM 18.82% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Landmark Financial Advisors's SCHC Position: Q3 2019 in Review

Landmark Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2019, closing a stake of 7,279 shares — an estimated $237K sold.

Landmark Financial Advisors first reported a position in SCHC in Q2 2019 and held it in 1 quarter. The position peaked at $237K in Q2 2019. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2019.

  • Landmark Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Landmark Financial Advisors sold 7,279 Schwab International Small-Cap Equity ETF shares in Q3 2019, an estimated $237K.
  • Landmark Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and held it in 1 quarter.
  • Landmark Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $237K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2019.

Based on Landmark Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.