Maxim Capital Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Maxim Capital Management’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
2020 Q2	$715K	Sell	22,586 -79	-0.3%	-$2.18K	0.64%	21
2020 Q1	$553K	Sell	22,665 -3,179	-12%	-$97.7K	0.57%	22
2019 Q4	$752K	Buy	25,844 +2,807	+12%	+$93.6K	0.78%	19
2019 Q3	$733K	Buy	23,037 +414	+2%	+$13.2K	0.66%	19
2019 Q2	$738K	Sell	22,623 -49	-0.2%	-$1.59K	0.69%	19
2019 Q1	$731K	Sell	22,672 -3,172	-12%	-$100K	0.68%	20
2018 Q4	$752K	Buy	+25,844	New	+$823K	0.78%	19

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Maxim Capital Management's SCHC Position: Q2 2020 in Review

Maxim Capital Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.35% in Q2 2020, selling an estimated $2.18K and leaving 22,586 shares worth $715K. The position accounts for 0.64% of the portfolio, ranked #21.

Maxim Capital Management first reported a position in SCHC in Q4 2018 and has held it in 7 quarters since. The position peaked at $752K in Q4 2019. 257 funds tracked by Wall St. Rank hold SCHC as of Q2 2020.

Maxim Capital Management held 22,586 shares of Schwab International Small-Cap Equity ETF worth $715K as of Q2 2020.
Maxim Capital Management sold 79 Schwab International Small-Cap Equity ETF shares in Q2 2020, an estimated $2.18K.
Schwab International Small-Cap Equity ETF made up 0.64% of Maxim Capital Management's portfolio in Q2 2020, its #21 holding.
Maxim Capital Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's Schwab International Small-Cap Equity ETF position peaked at $752K in Q4 2019.
257 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.