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

Lee Financial’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
2021
Q2 		– Sell
-27
Closed -$1K – 691
2021
Q1 		$1K Hold
27
– – ﹤0.01% 475
2020
Q4 		$1K Buy
+27
New +$943 ﹤0.01% 465
2020
Q2 		– Sell
-100
Closed -$2K – 544
2020
Q1 		$2K Hold
100
– – ﹤0.01% 447
2019
Q4 		$3K Hold
100
– – ﹤0.01% 447
2019
Q3 		$3K Hold
100
– – ﹤0.01% 463
2019
Q2 		$3K Hold
100
– – ﹤0.01% 468
2019
Q1 		$3K Buy
+100
New +$3.16K ﹤0.01% 457

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 $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Lee Financial's SCHC Position: Q2 2021 in Review

Lee Financial sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2021, closing a stake of 27 shares — an estimated $1K sold.

Lee Financial first reported a position in SCHC in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 315 funds tracked by Wall St. Rank hold SCHC as of Q2 2021.

  • Lee Financial reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Lee Financial sold 27 Schwab International Small-Cap Equity ETF shares in Q2 2021, an estimated $1K.
  • Lee Financial first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 7 quarters.
  • Lee Financial's Schwab International Small-Cap Equity ETF position peaked at $3K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.