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

Optimum Investment 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
2019
Q4 		– Sell
-165
Closed -$5K – 1009
2019
Q3 		$5K Buy
+165
New +$5.25K ﹤0.01% 885

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Optimum Investment Advisors's SCHC Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2019, closing a stake of 165 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in SCHC in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 279 funds tracked by Wall St. Rank hold SCHC as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 165 Schwab International Small-Cap Equity ETF shares in Q4 2019, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $5K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.