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Moneywise Inc’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Moneywise Inc’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
2017
Q3 		– Sell
-9,443
Closed -$318K – 40
2017
Q2 		$318K Sell
9,443
-47
-0.5% -$1.54K 0.27% 27
2017
Q1 		$297K Buy
9,490
+363
+4% +$11.1K 0.27% 28
2016
Q4 		$266K Buy
9,127
+219
+2% +$6.47K 0.26% 29
2016
Q3 		$275K Buy
+8,908
New +$269K 0.29% 25

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Moneywise Inc's SCHC Position: Q3 2017 in Review

Moneywise Inc sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2017, closing a stake of 9,443 shares — an estimated $318K sold.

Moneywise Inc first reported a position in SCHC in Q3 2016 and held it in 4 quarters. The position peaked at $318K in Q2 2017. 134 funds tracked by Wall St. Rank hold SCHC as of Q3 2017.

  • Moneywise Inc reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2017 after selling out during the quarter.
  • Moneywise Inc sold 9,443 Schwab International Small-Cap Equity ETF shares in Q3 2017, an estimated $318K.
  • Moneywise Inc first reported a position in Schwab International Small-Cap Equity ETF in Q3 2016 and held it in 4 quarters.
  • Moneywise Inc's Schwab International Small-Cap Equity ETF position peaked at $318K in Q2 2017.
  • 134 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2017.

Based on Moneywise Inc's 13F filing for Q3 2017, filed 10 Oct 2017.