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

Manchester 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
2021
Q2 		– Sell
-51
Closed -$2K – 533
2021
Q1 		$2K Sell
51
-15
-23% -$585 ﹤0.01% 640
2020
Q4 		$2K Buy
66
+15
+29% +$524 ﹤0.01% 542
2020
Q3 		$2K Hold
51
– – ﹤0.01% 490
2020
Q2 		$2K Sell
51
-64
-56% -$1.77K ﹤0.01% 460
2020
Q1 		$3K Sell
115
-279
-71% -$8.58K ﹤0.01% 408
2019
Q4 		$14K Buy
+394
New +$13.1K 0.01% 312
2019
Q3 		– Sell
-15,108
Closed -$493K – 361
2019
Q2 		$493K Buy
15,108
+306
+2% +$9.92K 0.22% 35
2019
Q1 		$477K Sell
14,802
-596
-4% -$18.8K 0.23% 34
2018
Q4 		$448K Buy
+15,398
New +$490K 0.24% 36

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Manchester Financial's SCHC Position: Q2 2021 in Review

Manchester Financial sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2021, closing a stake of 51 shares — an estimated $2K sold.

Manchester Financial first reported a position in SCHC in Q4 2018 and held it in 9 quarters. The position peaked at $493K in Q2 2019. 315 funds tracked by Wall St. Rank hold SCHC as of Q2 2021.

  • Manchester Financial reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 51 Schwab International Small-Cap Equity ETF shares in Q2 2021, an estimated $2K.
  • Manchester Financial first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 9 quarters.
  • Manchester Financial's Schwab International Small-Cap Equity ETF position peaked at $493K in Q2 2019.
  • 315 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.