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MYCIO Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-203
Closed -$6K – 497
2019
Q3 		$6K Sell
203
-13
-6% -$414 ﹤0.01% 439
2019
Q2 		$7K Buy
+216
New +$7K ﹤0.01% 391

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MG
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Envestnet Asset Management
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IA
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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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

MYCIO Wealth Partners's SCHC Position: Q4 2019 in Review

MYCIO Wealth Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2019, closing a stake of 203 shares — an estimated $6K sold.

MYCIO Wealth Partners first reported a position in SCHC in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 279 funds tracked by Wall St. Rank hold SCHC as of Q4 2019.

  • MYCIO Wealth Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2019 after selling out during the quarter.
  • MYCIO Wealth Partners sold 203 Schwab International Small-Cap Equity ETF shares in Q4 2019, an estimated $6K.
  • MYCIO Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and held it in 2 quarters.
  • MYCIO Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $7K in Q2 2019.
  • 279 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2019.

Based on MYCIO Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.