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

Opes Wealth Management’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
2020
Q1 		– Sell
-7,455
Closed -$258K – 56
2019
Q4 		$258K Sell
7,455
-190
-2% -$6.34K 0.16% 43
2019
Q3 		$243K Hold
7,645
– – 0.16% 45
2019
Q2 		$250K Sell
7,645
-450
-6% -$14.6K 0.17% 41
2019
Q1 		$261K Buy
+8,095
New +$255K 0.19% 34

Other funds holding SCHC

CSIA
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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Opes Wealth Management's SCHC Position: Q1 2020 in Review

Opes Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 7,455 shares — an estimated $258K sold.

Opes Wealth Management first reported a position in SCHC in Q1 2019 and held it in 4 quarters. The position peaked at $261K in Q1 2019. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

  • Opes Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Opes Wealth Management sold 7,455 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $258K.
  • Opes Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 4 quarters.
  • Opes Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $261K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Opes Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.