Lenox Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Lenox 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
2020 Q2	$28K	Buy	949 +54	+6%	+$1.49K	0.01%	317
2020 Q1	$21K	Sell	895 -36	-4%	-$1.11K	0.01%	323
2019 Q4	$32K	Buy	931 +493	+113%	+$16.4K	0.01%	309
2019 Q3	$13K	Buy	438 +141	+47%	+$4.49K	﹤0.01%	414
2019 Q2	$9K	Buy	297 +268	+924%	+$8.69K	﹤0.01%	446
2019 Q1	$1K	Buy	+29	New	+$915	﹤0.01%	660

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Lenox Wealth Management's SCHC Position: Q2 2020 in Review

Lenox Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 6% in Q2 2020, buying an estimated $1.49K and bringing the position to 949 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #317.

Lenox Wealth Management first reported a position in SCHC in Q1 2019 and has held it in 6 quarters since. The position peaked at $32K in Q4 2019. 257 funds tracked by Wall St. Rank hold SCHC as of Q2 2020.

Lenox Wealth Management held 949 shares of Schwab International Small-Cap Equity ETF worth $28K as of Q2 2020.
Lenox Wealth Management bought 54 Schwab International Small-Cap Equity ETF shares in Q2 2020, an estimated $1.49K.
Schwab International Small-Cap Equity ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #317 holding.
Lenox Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and has held it in 6 quarters since.
Lenox Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $32K in Q4 2019.
257 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.