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Signature Estate & Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Signature Estate & Investment 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
Q4 		– Sell
-6,046
Closed -$217K – 166
2017
Q3 		$217K Sell
6,046
-327
-5% -$11.3K 0.02% 124
2017
Q2 		$214K Sell
6,373
-100
-2% -$3.27K 0.03% 121
2017
Q1 		$203K Buy
6,473
+735
+13% +$22.4K 0.03% 141
2016
Q4 		$167K Sell
5,738
-213
-4% -$6.29K 0.02% 128
2016
Q3 		$184K Sell
5,951
-484
-8% -$14.6K 0.03% 125
2016
Q2 		$185K Sell
6,435
-1,104
-15% -$32.5K 0.03% 122
2016
Q1 		$218K Sell
7,539
-7,712
-51% -$209K 0.04% 96
2015
Q4 		$440K Buy
15,251
+2,211
+17% +$65.3K 0.08% 86
2015
Q3 		$372K Buy
13,040
+269
+2% +$8.06K 0.08% 77
2015
Q2 		$400K Buy
12,771
+620
+5% +$19.7K 0.09% 67
2015
Q1 		$366K Buy
12,151
+118
+1% +$3.49K 0.1% 63
2014
Q4 		$347K Sell
12,033
-130,770
-92% -$3.91M 0.12% 59
2014
Q3 		$4.47M Buy
142,803
+16,712
+13% +$554K 1.6% 23
2014
Q2 		$4.32M Buy
126,091
+24,296
+24% +$810K 1.52% 26
2014
Q1 		$3.36M Buy
+101,795
New +$3.27M 1.32% 26

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 $11.5B AUM 18.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $6.73T AUM 46.02% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHC Position: Q4 2017 in Review

Signature Estate & Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2017, closing a stake of 6,046 shares — an estimated $217K sold.

Signature Estate & Investment Advisors first reported a position in SCHC in Q1 2014 and held it in 15 quarters. The position peaked at $4.47M in Q3 2014. 169 funds tracked by Wall St. Rank hold SCHC as of Q4 2017.

  • Signature Estate & Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,046 Schwab International Small-Cap Equity ETF shares in Q4 2017, an estimated $217K.
  • Signature Estate & Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2014 and held it in 15 quarters.
  • Signature Estate & Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $4.47M in Q3 2014.
  • 169 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.