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

LifePlan Financial Group’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
Q4 		– Sell
-519
Closed -$17K – 573
2019
Q3 		$17K Buy
+519
New +$16.5K 0.01% 361

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LifePlan Financial Group's SCHC Position: Q4 2019 in Review

LifePlan Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2019, closing a stake of 519 shares — an estimated $17K sold.

LifePlan Financial Group first reported a position in SCHC in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 279 funds tracked by Wall St. Rank hold SCHC as of Q4 2019.

  • LifePlan Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 519 Schwab International Small-Cap Equity ETF shares in Q4 2019, an estimated $17K.
  • LifePlan Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 1 quarter.
  • LifePlan Financial Group's Schwab International Small-Cap Equity ETF position peaked at $17K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.