RSA
SCHC icon

Robertson Stephens Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Robertson Stephens 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
2017
Q3 		$394K Buy
10,989
+4,526
+70% +$157K 0.34% 50
2017
Q2 		$217K Buy
+6,463
New +$211K 0.2% 63

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Robertson Stephens Advisors's SCHC Position: Q3 2017 in Review

Robertson Stephens Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 70% in Q3 2017, buying an estimated $157K and bringing the position to 10,989 shares worth $394K. The position accounts for 0.34% of the portfolio, ranked #50.

Robertson Stephens Advisors first reported a position in SCHC in Q2 2017 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold SCHC as of Q3 2017.

  • Robertson Stephens Advisors held 10,989 shares of Schwab International Small-Cap Equity ETF worth $394K as of Q3 2017.
  • Robertson Stephens Advisors bought 4,526 Schwab International Small-Cap Equity ETF shares in Q3 2017, an estimated $157K.
  • Schwab International Small-Cap Equity ETF made up 0.34% of Robertson Stephens Advisors's portfolio in Q3 2017, its #50 holding.
  • Robertson Stephens Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2017 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.