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

Opes 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
2018 Q4	$2.03M	Buy	+69,848	New	+$2.22M	1.45%	20

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RRC

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

Opes Advisors's SCHC Position: Q4 2018 in Review

Opes Advisors opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q4 2018: 69,848 shares worth $2.03M. The stake represents 1.45% of the portfolio and ranks #20 among its holdings.

229 funds tracked by Wall St. Rank hold SCHC as of Q4 2018.

Opes Advisors held 69,848 shares of Schwab International Small-Cap Equity ETF worth $2.03M as of Q4 2018.
Schwab International Small-Cap Equity ETF was a new Opes Advisors position in Q4 2018.
Schwab International Small-Cap Equity ETF made up 1.45% of Opes Advisors's portfolio in Q4 2018, its #20 holding.
229 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.