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

Prestige Wealth Management 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 Q3	–	Sell	-31	Closed	-$1K	–	914
2020 Q2	$1K	Hold	31	–	–	﹤0.01%	836
2020 Q1	$1K	Sell	31 -9,820	-100%	-$302K	﹤0.01%	833
2019 Q4	$342K	Buy	9,851 +26	+0.3%	+$867	0.19%	86
2019 Q3	$312K	Buy	9,825 +825	+9%	+$26.3K	0.18%	84
2019 Q2	$294K	Sell	9,000 -4,455	-33%	-$144K	0.18%	88
2019 Q1	$434K	Buy	13,455 +993	+8%	+$31.3K	0.27%	74
2018 Q4	$363K	Buy	+12,462	New	+$397K	0.27%	68

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

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

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

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

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

Prestige Wealth Management Group's SCHC Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2020, closing a stake of 31 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in SCHC in Q4 2018 and held it in 7 quarters. The position peaked at $434K in Q1 2019. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

Prestige Wealth Management Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 31 Schwab International Small-Cap Equity ETF shares in Q3 2020, an estimated $1K.
Prestige Wealth Management Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's Schwab International Small-Cap Equity ETF position peaked at $434K in Q1 2019.
258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.