Rowland Carmichael Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Rowland Carmichael 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
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	377
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	347
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	344
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	324
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	349
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	348
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	327
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	326
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	296
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	344
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	347
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	308
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	316
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	294
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	289
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	283
2016 Q4	$1K	Sell	25 -12	-32%	-$355	﹤0.01%	303
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	287
2016 Q2	$1K	Hold	37	–	–	﹤0.01%	294
2016 Q1	$1K	Buy	+37	New	+$1K	﹤0.01%	211

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

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

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

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

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

Rowland Carmichael Advisors's SCHC Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q4 2020 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Rowland Carmichael Advisors first reported a position in SCHC in Q1 2016 and has held it in 20 quarters since. 289 funds tracked by Wall St. Rank hold SCHC as of Q4 2020.

Rowland Carmichael Advisors held 25 shares of Schwab International Small-Cap Equity ETF worth $1K as of Q4 2020.
Rowland Carmichael Advisors left its Schwab International Small-Cap Equity ETF share count unchanged in Q4 2020.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #377 holding.
Rowland Carmichael Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2016 and has held it in 20 quarters since.
289 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.