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Mark Sheptoff Financial Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q3 		– Sell
-1,523
Closed -$44K – 371
2016
Q2 		$44K Buy
+1,523
New +$44.8K 0.03% 165

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCHC Position: Q3 2016 in Review

Mark Sheptoff Financial Planning sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2016, closing a stake of 1,523 shares — an estimated $44K sold.

Mark Sheptoff Financial Planning first reported a position in SCHC in Q2 2016 and held it in 1 quarter. The position peaked at $44K in Q2 2016. 100 funds tracked by Wall St. Rank hold SCHC as of Q3 2016.

  • Mark Sheptoff Financial Planning reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,523 Schwab International Small-Cap Equity ETF shares in Q3 2016, an estimated $44K.
  • Mark Sheptoff Financial Planning first reported a position in Schwab International Small-Cap Equity ETF in Q2 2016 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Schwab International Small-Cap Equity ETF position peaked at $44K in Q2 2016.
  • 100 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2016, filed 7 Nov 2016.