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USA Financial Formulas’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-7
Closed – – 298
2018
Q4 		$0 Buy
+7
New +$223 ﹤0.01% 390

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

USA Financial Formulas's SCHC Position: Q1 2019 in Review

USA Financial Formulas sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2019, closing a stake of 7 shares.

USA Financial Formulas first reported a position in SCHC in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 243 funds tracked by Wall St. Rank hold SCHC as of Q1 2019.

  • USA Financial Formulas reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 7 Schwab International Small-Cap Equity ETF shares in Q1 2019.
  • USA Financial Formulas first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's Schwab International Small-Cap Equity ETF position peaked at $0 in Q4 2018.
  • 243 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.