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

Pacific 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
2020 Q4	–	Sell	-20	Closed	-$1K	–	110
2020 Q3	$1K	Buy	+20	New	+$639	﹤0.01%	120
2020 Q1	–	Sell	-75,736	Closed	-$2.62M	–	73
2019 Q4	$2.62M	Buy	75,736 +7,191	+10%	+$240K	0.26%	46
2019 Q3	$2.24M	Buy	68,545 +375	+0.6%	+$11.9K	0.24%	43
2019 Q2	$2.2M	Buy	68,170 +20	+0%	+$648	0.27%	41
2019 Q1	$2.2M	Buy	+68,150	New	+$2.15M	0.27%	40

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Pacific Financial Group's SCHC Position: Q4 2020 in Review

Pacific Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Pacific Financial Group first reported a position in SCHC in Q1 2019 and held it in 5 quarters. The position peaked at $2.62M in Q4 2019. 289 funds tracked by Wall St. Rank hold SCHC as of Q4 2020.

Pacific Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2020 after selling out during the quarter.
Pacific Financial Group sold 20 Schwab International Small-Cap Equity ETF shares in Q4 2020, an estimated $1K.
Pacific Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 5 quarters.
Pacific Financial Group's Schwab International Small-Cap Equity ETF position peaked at $2.62M in Q4 2019.
289 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.