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

Regal 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
2013
Q4 		– Sell
-6,501
Closed -$201K – 936
2013
Q3 		$201K Buy
+6,501
New +$191K 0.12% 163

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BPBT
Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return

Regal Investment Advisors's SCHC Position: Q4 2013 in Review

Regal Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2013, closing a stake of 6,501 shares — an estimated $201K sold.

Regal Investment Advisors first reported a position in SCHC in Q3 2013 and held it in 1 quarter. The position peaked at $201K in Q3 2013. 47 funds tracked by Wall St. Rank hold SCHC as of Q4 2013.

  • Regal Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 6,501 Schwab International Small-Cap Equity ETF shares in Q4 2013, an estimated $201K.
  • Regal Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $201K in Q3 2013.
  • 47 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.