Mackenzie Financial
SCHC icon

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

Mackenzie 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
2019
Q3 		– Sell
-17,129
Closed -$559K – 1088
2019
Q2 		$559K Buy
17,129
+9,400
+122% +$305K ﹤0.01% 842
2019
Q1 		$249K Buy
+7,729
New +$244K ﹤0.01% 1133

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MG
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IA
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Charles Schwab
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RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Mackenzie Financial's SCHC Position: Q3 2019 in Review

Mackenzie Financial sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2019, closing a stake of 17,129 shares — an estimated $559K sold.

Mackenzie Financial first reported a position in SCHC in Q1 2019 and held it in 2 quarters. The position peaked at $559K in Q2 2019. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2019.

  • Mackenzie Financial reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Mackenzie Financial sold 17,129 Schwab International Small-Cap Equity ETF shares in Q3 2019, an estimated $559K.
  • Mackenzie Financial first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 2 quarters.
  • Mackenzie Financial's Schwab International Small-Cap Equity ETF position peaked at $559K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2019.

Based on Mackenzie Financial's 13F filing for Q3 2019, filed 14 Nov 2019.