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National Planning Corporation’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

National Planning Corporation’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
-42,497
Closed -$1.42M – 759
2017
Q2 		$1.42M Buy
+42,497
New +$1.39M 0.11% 214

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Charles Schwab
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TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

National Planning Corporation's SCHC Position: Q3 2017 in Review

National Planning Corporation sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2017, closing a stake of 42,497 shares — an estimated $1.42M sold.

National Planning Corporation first reported a position in SCHC in Q2 2017 and held it in 1 quarter. The position peaked at $1.42M in Q2 2017. 134 funds tracked by Wall St. Rank hold SCHC as of Q3 2017.

  • National Planning Corporation reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 42,497 Schwab International Small-Cap Equity ETF shares in Q3 2017, an estimated $1.42M.
  • National Planning Corporation first reported a position in Schwab International Small-Cap Equity ETF in Q2 2017 and held it in 1 quarter.
  • National Planning Corporation's Schwab International Small-Cap Equity ETF position peaked at $1.42M in Q2 2017.
  • 134 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.