Live Your Vision’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Live Your Vision’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 Q1	$1.26M	Buy	38,045 +2,890	+8%	+$91.2K	0.38%	33
2018 Q4	$1.08M	Buy	35,155 +33,181	+1,681%	+$1.06M	0.36%	35
2018 Q3	$70K	Hold	1,974	–	–	0.02%	107
2018 Q2	$70K	Hold	1,974	–	–	0.02%	108
2018 Q1	$74K	Sell	1,974 -4,420	-69%	-$164K	0.03%	96
2017 Q4	$245K	Sell	6,394 -1	-0%	-$36	0.08%	63
2017 Q3	$229K	Hold	6,395	–	–	0.08%	63
2017 Q2	$223K	Sell	6,395 -1,118	-15%	-$36.6K	0.08%	61
2017 Q1	$235K	Sell	7,513 -71,232	-90%	-$2.17M	0.09%	62
2016 Q4	$2.29M	Buy	78,745 +71	+0.1%	+$2.1K	0.97%	25
2016 Q3	$2.43M	Buy	78,674 +2,064	+3%	+$62.2K	1.04%	28
2016 Q2	$2.21M	Buy	76,610 +1,914	+3%	+$56.3K	1.01%	29
2016 Q1	$2.16M	Buy	74,696 +1,161	+2%	+$31.5K	1.02%	27
2015 Q4	$2.12M	Sell	73,535 -15,442	-17%	-$456K	1.02%	30
2015 Q3	$2.54M	Buy	88,977 +24,928	+39%	+$747K	1.19%	28
2015 Q2	$2.02M	Buy	64,049 +27,668	+76%	+$880K	0.94%	28
2015 Q1	$1.1M	Buy	+36,381	New	+$1.08M	0.52%	32

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Live Your Vision's SCHC Position: Q1 2019 in Review

Live Your Vision increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 8.2% in Q1 2019, buying an estimated $91.2K and bringing the position to 38,045 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #33.

Live Your Vision first reported a position in SCHC in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.54M in Q3 2015. 243 funds tracked by Wall St. Rank hold SCHC as of Q1 2019.

Live Your Vision held 38,045 shares of Schwab International Small-Cap Equity ETF worth $1.26M as of Q1 2019.
Live Your Vision bought 2,890 Schwab International Small-Cap Equity ETF shares in Q1 2019, an estimated $91.2K.
Schwab International Small-Cap Equity ETF made up 0.38% of Live Your Vision's portfolio in Q1 2019, its #33 holding.
Live Your Vision first reported a position in Schwab International Small-Cap Equity ETF in Q1 2015 and has held it in 17 quarters since.
Live Your Vision's Schwab International Small-Cap Equity ETF position peaked at $2.54M in Q3 2015.
243 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.