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Retirement Planning Group (Kansas)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		– Sell
-11,905
Closed -$412K – 69
2019
Q4 		$412K Sell
11,905
-3,062
-20% -$102K 0.08% 49
2019
Q3 		$476K Sell
14,967
-164,816
-92% -$5.25M 0.1% 43
2019
Q2 		$5.87M Buy
179,783
+7,864
+5% +$255K 1.33% 15
2019
Q1 		$5.54M Buy
171,919
+9,648
+6% +$305K 1.34% 15
2018
Q4 		$4.72M Buy
162,271
+13,958
+9% +$445K 1.26% 16
2018
Q3 		$5.29M Buy
148,313
+5,309
+4% +$190K 1.36% 13
2018
Q2 		$5.16M Sell
143,004
-47,123
-25% -$1.74M 1.39% 12
2018
Q1 		$6.94M Buy
190,127
+3,313
+2% +$123K 1.88% 10
2017
Q4 		$6.84M Sell
186,814
-5,129
-3% -$186K 1.87% 10
2017
Q3 		$6.88M Buy
191,943
+4,508
+2% +$156K 1.96% 10
2017
Q2 		$6.3M Buy
187,435
+571
+0.3% +$18.7K 1.89% 10
2017
Q1 		$5.85M Buy
186,864
+8,158
+5% +$249K 1.78% 14
2016
Q4 		$5.2M Buy
178,706
+2,650
+2% +$78.3K 1.66% 14
2016
Q3 		$5.44M Sell
176,056
-41,213
-19% -$1.24M 1.76% 14
2016
Q2 		$6.26M Buy
217,269
+1,718
+0.8% +$50.6K 2.12% 12
2016
Q1 		$6.24M Buy
215,551
+14,470
+7% +$393K 2.21% 12
2015
Q4 		$5.8M Buy
201,081
+8,538
+4% +$252K 2.14% 12
2015
Q3 		$5.5M Buy
192,543
+4,749
+3% +$142K 2.41% 11
2015
Q2 		$5.88M Buy
187,794
+6,115
+3% +$194K 2.4% 11
2015
Q1 		$5.48M Buy
181,679
+19,342
+12% +$572K 2.18% 13
2014
Q4 		$4.68M Buy
162,337
+19,831
+14% +$593K 1.44% 19
2014
Q3 		$4.47M Buy
142,506
+5,366
+4% +$178K 1.39% 18
2014
Q2 		$4.7M Buy
137,140
+6,992
+5% +$233K 1.42% 17
2014
Q1 		$4.3M Buy
130,148
+7,447
+6% +$239K 1.39% 18
2013
Q4 		$3.92M Sell
122,701
-959
-0.8% -$30.1K 1.39% 18
2013
Q3 		$3.81M Sell
123,660
-3,049
-2% -$89.7K 1.38% 20
2013
Q2 		$3.42M Buy
+126,709
New +$3.56M 1.41% 19

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCHC Position: Q1 2020 in Review

Retirement Planning Group (Kansas) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 11,905 shares — an estimated $412K sold.

Retirement Planning Group (Kansas) first reported a position in SCHC in Q2 2013 and held it in 27 quarters. The position peaked at $6.94M in Q1 2018. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

  • Retirement Planning Group (Kansas) reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 11,905 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $412K.
  • Retirement Planning Group (Kansas) first reported a position in Schwab International Small-Cap Equity ETF in Q2 2013 and held it in 27 quarters.
  • Retirement Planning Group (Kansas)'s Schwab International Small-Cap Equity ETF position peaked at $6.94M in Q1 2018.
  • 259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2020, filed 5 May 2020.