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Simplicity Solutions’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-5,495
Closed -$207K – 884
2020
Q4 		$207K Buy
+5,495
New +$192K ﹤0.01% 899
2016
Q1 		– Sell
-26,944
Closed -$777K – 453
2015
Q4 		$777K Buy
+26,944
New +$796K 0.09% 331

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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Simplicity Solutions's SCHC Position: Q1 2021 in Review

Simplicity Solutions sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2021, closing a stake of 5,495 shares — an estimated $207K sold.

Simplicity Solutions first reported a position in SCHC in Q4 2015 and held it in 2 quarters. The position peaked at $777K in Q4 2015. 304 funds tracked by Wall St. Rank hold SCHC as of Q1 2021.

  • Simplicity Solutions reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 5,495 Schwab International Small-Cap Equity ETF shares in Q1 2021, an estimated $207K.
  • Simplicity Solutions first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and held it in 2 quarters.
  • Simplicity Solutions's Schwab International Small-Cap Equity ETF position peaked at $777K in Q4 2015.
  • 304 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.