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

Peachtree 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
2015
Q3 		– Sell
-130
Closed -$4K – 217
2015
Q2 		$4K Hold
130
– – ﹤0.01% 278
2015
Q1 		$4K Hold
130
– – ﹤0.01% 292
2014
Q4 		$4K Hold
130
– – ﹤0.01% 326
2014
Q3 		$4K Buy
+130
New +$4.31K ﹤0.01% 339

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Peachtree Investment Advisors's SCHC Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2015, closing a stake of 130 shares — an estimated $4K sold.

Peachtree Investment Advisors first reported a position in SCHC in Q3 2014 and held it in 4 quarters. The position peaked at $4K in Q2 2015. 86 funds tracked by Wall St. Rank hold SCHC as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 130 Schwab International Small-Cap Equity ETF shares in Q3 2015, an estimated $4K.
  • Peachtree Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $4K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.