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Royal Fund Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Royal Fund Management’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
2019
Q2 		– Sell
-34
Closed -$1K – 643
2019
Q1 		$1K Hold
34
– – ﹤0.01% 560
2018
Q4 		$0 Buy
+34
New +$1.08K ﹤0.01% 640

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Fund Management's SCHC Position: Q2 2019 in Review

Royal Fund Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2019, closing a stake of 34 shares — an estimated $1K sold.

Royal Fund Management first reported a position in SCHC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 249 funds tracked by Wall St. Rank hold SCHC as of Q2 2019.

  • Royal Fund Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Royal Fund Management sold 34 Schwab International Small-Cap Equity ETF shares in Q2 2019, an estimated $1K.
  • Royal Fund Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 2 quarters.
  • Royal Fund Management's Schwab International Small-Cap Equity ETF position peaked at $1K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.