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

UBS’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
2014
Q3 		$59K Sell
1,875
-27
-1% -$895 ﹤0.01% 6638
2014
Q2 		$65K Buy
1,902
+19
+1% +$633 ﹤0.01% 6509
2014
Q1 		$62K Sell
1,883
-331
-15% -$10.6K ﹤0.01% 6566
2013
Q4 		$71K Buy
2,214
+392
+22% +$12.3K ﹤0.01% 6492
2013
Q3 		$56K Sell
1,822
-16
-0.9% -$471 ﹤0.01% 6730
2013
Q2 		$50K Buy
+1,838
New +$51.6K ﹤0.01% 6740

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BPBT
Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

UBS's SCHC Position: Q3 2014 in Review

UBS reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.4% in Q3 2014, selling an estimated $895 and leaving 1,875 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #6638.

UBS first reported a position in SCHC in Q2 2013 and has held it in 6 quarters since. The position peaked at $71K in Q4 2013. 65 funds tracked by Wall St. Rank hold SCHC as of Q3 2014.

  • UBS held 1,875 shares of Schwab International Small-Cap Equity ETF worth $59K as of Q3 2014.
  • UBS sold 27 Schwab International Small-Cap Equity ETF shares in Q3 2014, an estimated $895.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6638 holding.
  • UBS first reported a position in Schwab International Small-Cap Equity ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Schwab International Small-Cap Equity ETF position peaked at $71K in Q4 2013.
  • 65 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.