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Next Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-16
Closed -$1K – 2629
2020
Q4 		$1K Buy
+16
New +$559 ﹤0.01% 2302

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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Next Financial Group's SCHC Position: Q1 2021 in Review

Next Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Next Financial Group first reported a position in SCHC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 304 funds tracked by Wall St. Rank hold SCHC as of Q1 2021.

  • Next Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 16 Schwab International Small-Cap Equity ETF shares in Q1 2021, an estimated $1K.
  • Next Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 1 quarter.
  • Next Financial Group's Schwab International Small-Cap Equity ETF position peaked at $1K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.