Newman Dignan & Sheerar Inc’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Newman Dignan & Sheerar 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
2019 Q3	–	Sell	-42,563	Closed	-$1.39K	–	161
2019 Q2	$1.39K	Sell	42,563 -4,298	-9%	-$139K	0.04%	43
2019 Q1	$1.51M	Sell	46,861 -1,726	-4%	-$54.5K	0.61%	42
2018 Q4	$1.41K	Buy	48,587 +6,939	+17%	+$221K	0.12%	44
2018 Q3	$1.45M	Buy	41,648 +291	+0.7%	+$10.4K	0.63%	48
2018 Q2	$1.49K	Buy	41,357 +24,904	+151%	+$920K	0.1%	41
2018 Q1	$610K	Buy	16,453 +8,606	+110%	+$320K	0.31%	83
2017 Q4	$287K	Buy	7,847 +1,012	+15%	+$36.6K	0.14%	138
2017 Q3	$245K	Sell	6,835 -86	-1%	-$2.98K	0.13%	142
2017 Q2	$233K	Buy	+6,921	New	+$226K	0.13%	142
2016 Q1	–	Sell	-8,296	Closed	-$239K	–	140
2015 Q4	$239K	Sell	8,296 -380	-4%	-$11.2K	0.17%	126
2015 Q3	$248K	Sell	8,676 -45	-0.5%	-$1.35K	0.16%	116
2015 Q2	$273K	Buy	8,721 +743	+9%	+$23.6K	0.2%	122
2015 Q1	$241K	Buy	7,978 +378	+5%	+$11.2K	0.17%	129
2014 Q4	$219	Buy	+7,600	New	+$227K	0.13%	138

Other funds holding SCHC

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return