MWM
SCHC icon

Meridian Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Meridian Wealth 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
2019
Q3 		– Sell
-1,445
Closed -$472 – 423
2019
Q2 		$472 Buy
+1,445
New +$46.8K 0.02% 380
2018
Q2 		– Sell
-6,817
Closed -$249K – 198
2018
Q1 		$249K Hold
6,817
– – 0.12% 152
2017
Q4 		$252K Buy
+6,817
New +$247K 0.16% 142

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
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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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

Meridian Wealth Management's SCHC Position: Q3 2019 in Review

Meridian Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2019, closing a stake of 1,445 shares — an estimated $472 sold.

Meridian Wealth Management first reported a position in SCHC in Q4 2017 and held it in 3 quarters. The position peaked at $252K in Q4 2017. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2019.

  • Meridian Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,445 Schwab International Small-Cap Equity ETF shares in Q3 2019, an estimated $472.
  • Meridian Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 3 quarters.
  • Meridian Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $252K in Q4 2017.
  • 250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.