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Leavell Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Leavell Investment 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
Q2 		– Sell
-26,000
Closed -$949K – 376
2018
Q1 		$949K Buy
26,000
+2,000
+8% +$74.3K 0.11% 183
2017
Q4 		$879K Buy
24,000
+5,000
+26% +$181K 0.1% 187
2017
Q3 		$681K Buy
+19,000
New +$659K 0.08% 214

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
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Leavell Investment Management's SCHC Position: Q2 2018 in Review

Leavell Investment Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2018, closing a stake of 26,000 shares — an estimated $949K sold.

Leavell Investment Management first reported a position in SCHC in Q3 2017 and held it in 3 quarters. The position peaked at $949K in Q1 2018. 187 funds tracked by Wall St. Rank hold SCHC as of Q2 2018.

  • Leavell Investment Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Leavell Investment Management sold 26,000 Schwab International Small-Cap Equity ETF shares in Q2 2018, an estimated $949K.
  • Leavell Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2017 and held it in 3 quarters.
  • Leavell Investment Management's Schwab International Small-Cap Equity ETF position peaked at $949K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2018.

Based on Leavell Investment Management's 13F filing for Q2 2018, filed 23 Jul 2018.