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

Pathway Financial 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
Q1 		– Sell
-1,502
Closed -$55K – 461
2017
Q4 		$55K Buy
+1,502
New +$54.4K 0.03% 254

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisors's SCHC Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2018, closing a stake of 1,502 shares — an estimated $55K sold.

Pathway Financial Advisors first reported a position in SCHC in Q4 2017 and held it in 1 quarter. The position peaked at $55K in Q4 2017. 181 funds tracked by Wall St. Rank hold SCHC as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,502 Schwab International Small-Cap Equity ETF shares in Q1 2018, an estimated $55K.
  • Pathway Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $55K in Q4 2017.
  • 181 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.