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Spectrum Management Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Spectrum Management 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
2020
Q4 		– Sell
-236
Closed -$8K – 267
2020
Q3 		$8K Hold
236
– – ﹤0.01% 206
2020
Q2 		$7K Hold
236
– – ﹤0.01% 213
2020
Q1 		$6K Hold
236
– – ﹤0.01% 211
2019
Q4 		$8K Buy
+236
New +$7.87K ﹤0.01% 202

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spectrum Management Group's SCHC Position: Q4 2020 in Review

Spectrum Management Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2020, closing a stake of 236 shares — an estimated $8K sold.

Spectrum Management Group first reported a position in SCHC in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 289 funds tracked by Wall St. Rank hold SCHC as of Q4 2020.

  • Spectrum Management Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Spectrum Management Group sold 236 Schwab International Small-Cap Equity ETF shares in Q4 2020, an estimated $8K.
  • Spectrum Management Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 4 quarters.
  • Spectrum Management Group's Schwab International Small-Cap Equity ETF position peaked at $8K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.