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Ruggie Capital Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Ruggie Capital Group’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
Q1 		– Sell
-490
Closed -$14K – 398
2018
Q4 		$14K Buy
+490
New +$15.6K 0.01% 287

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Ruggie Capital Group's SCHC Position: Q1 2019 in Review

Ruggie Capital Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2019, closing a stake of 490 shares — an estimated $14K sold.

Ruggie Capital Group first reported a position in SCHC in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 243 funds tracked by Wall St. Rank hold SCHC as of Q1 2019.

  • Ruggie Capital Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 490 Schwab International Small-Cap Equity ETF shares in Q1 2019, an estimated $14K.
  • Ruggie Capital Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's Schwab International Small-Cap Equity ETF position peaked at $14K in Q4 2018.
  • 243 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.