SAM
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Summit Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Summit Asset 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
2018
Q4 		– Sell
-5,710
Closed -$204K – 116
2018
Q3 		$204K Hold
5,710
– – 0.09% 111
2018
Q2 		$206K Hold
5,710
– – 0.1% 105
2018
Q1 		$208K Buy
+5,710
New +$212K 0.1% 104
2015
Q4 		– Sell
-57,804
Closed -$1.65M – 93
2015
Q3 		$1.65M Buy
57,804
+8,959
+18% +$269K 1.18% 18
2015
Q2 		$1.53M Buy
+48,845
New +$1.55M 1.05% 19
2014
Q4 		– Sell
-6,669
Closed -$209K – 92
2014
Q3 		$209K Buy
+6,669
New +$221K 0.16% 80

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $17.9B AUM 21.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return