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Marino Stram & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Marino Stram & Associates’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
2018
Q4 		– Sell
-308
Closed -$11K – 659
2018
Q3 		$11K Hold
308
– – 0.01% 293
2018
Q2 		$11K Hold
308
– – 0.01% 293
2018
Q1 		$11K Hold
308
– – 0.01% 304
2017
Q4 		$11K Buy
+308
New +$11.1K 0.01% 310

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Marino Stram & Associates's SCHC Position: Q4 2018 in Review

Marino Stram & Associates sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2018, closing a stake of 308 shares — an estimated $11K sold.

Marino Stram & Associates first reported a position in SCHC in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 229 funds tracked by Wall St. Rank hold SCHC as of Q4 2018.

  • Marino Stram & Associates reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 308 Schwab International Small-Cap Equity ETF shares in Q4 2018, an estimated $11K.
  • Marino Stram & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Schwab International Small-Cap Equity ETF position peaked at $11K in Q3 2018.
  • 229 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.