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Sutton Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sutton Wealth 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
Q3 		– Sell
-11
Closed -$370 – 1102
2017
Q2 		$370 Hold
11
– – ﹤0.01% 1054
2017
Q1 		$345 Hold
11
– – ﹤0.01% 1043
2016
Q4 		$320 Hold
11
– – ﹤0.01% 1040
2016
Q3 		$340 Hold
11
– – ﹤0.01% 1030
2016
Q2 		$317 Hold
11
– – ﹤0.01% 1004
2016
Q1 		$318 Buy
+11
New +$298 ﹤0.01% 994

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Sutton Wealth Advisors's SCHC Position: Q3 2017 in Review

Sutton Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2017, closing a stake of 11 shares — an estimated $370 sold.

Sutton Wealth Advisors first reported a position in SCHC in Q1 2016 and held it in 6 quarters. The position peaked at $370 in Q2 2017. 134 funds tracked by Wall St. Rank hold SCHC as of Q3 2017.

  • Sutton Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2017 after selling out during the quarter.
  • Sutton Wealth Advisors sold 11 Schwab International Small-Cap Equity ETF shares in Q3 2017, an estimated $370.
  • Sutton Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2016 and held it in 6 quarters.
  • Sutton Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $370 in Q2 2017.
  • 134 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2017.

Based on Sutton Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2023.