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Long Wharf Investors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Long Wharf Investors’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
2014
Q2 		$458K Sell
13,377
-739
-5% -$24.6K 0.36% 105
2014
Q1 		$466K Buy
+14,116
New +$453K 0.4% 98

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BPBT
Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Long Wharf Investors's SCHC Position: Q2 2014 in Review

Long Wharf Investors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.2% in Q2 2014, selling an estimated $24.6K and leaving 13,377 shares worth $458K. The position accounts for 0.36% of the portfolio, ranked #105.

Long Wharf Investors first reported a position in SCHC in Q1 2014 and has held it in 2 quarters since. The position peaked at $466K in Q1 2014. 62 funds tracked by Wall St. Rank hold SCHC as of Q2 2014.

  • Long Wharf Investors held 13,377 shares of Schwab International Small-Cap Equity ETF worth $458K as of Q2 2014.
  • Long Wharf Investors sold 739 Schwab International Small-Cap Equity ETF shares in Q2 2014, an estimated $24.6K.
  • Schwab International Small-Cap Equity ETF made up 0.36% of Long Wharf Investors's portfolio in Q2 2014, its #105 holding.
  • Long Wharf Investors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2014 and has held it in 2 quarters since.
  • Long Wharf Investors's Schwab International Small-Cap Equity ETF position peaked at $466K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.