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Moser Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Moser Wealth Advisors’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
Q1 		– Sell
-535
Closed -$19K – 135
2019
Q4 		$19K Buy
+535
New +$17.8K 0.02% 114

Other funds holding SCHC

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Moser Wealth Advisors's SCHC Position: Q1 2020 in Review

Moser Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 535 shares — an estimated $19K sold.

Moser Wealth Advisors first reported a position in SCHC in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

  • Moser Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 535 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $19K.
  • Moser Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 1 quarter.
  • Moser Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $19K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Moser Wealth Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.