VIA
SCHC icon

Vantage Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Vantage Investment 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
2018
Q3 		– Sell
-254
Closed -$9K – 800
2018
Q2 		$9K Hold
254
– – ﹤0.01% 564
2018
Q1 		$9K Hold
254
– – ﹤0.01% 584
2017
Q4 		$9K Buy
254
+73
+40% +$2.64K ﹤0.01% 604
2017
Q3 		$6K Hold
181
– – ﹤0.01% 641
2017
Q2 		$6K Hold
181
– – ﹤0.01% 627
2017
Q1 		$6K Hold
181
– – ﹤0.01% 616
2016
Q4 		$5K Buy
181
+3
+2% +$89 ﹤0.01% 626
2016
Q3 		$6K Hold
178
– – ﹤0.01% 584
2016
Q2 		$5K Sell
178
-32
-15% -$942 ﹤0.01% 622
2016
Q1 		$6K Sell
210
-500
-70% -$13.6K ﹤0.01% 607
2015
Q4 		$20K Buy
710
+503
+243% +$14.9K 0.01% 388
2015
Q3 		$6K Buy
207
+32
+18% +$959 ﹤0.01% 602
2015
Q2 		$5K Sell
175
-175
-50% -$5.57K ﹤0.01% 608
2015
Q1 		$11K Buy
350
+344
+5,733% +$10.2K ﹤0.01% 593
2014
Q4 		$0 Hold
6
– – ﹤0.01% 796
2014
Q3 		$0 Hold
6
– – ﹤0.01% 757
2014
Q2 		$0 Buy
+6
New +$200 ﹤0.01% 726

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 $11.5B AUM 18.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Vantage Investment Advisors's SCHC Position: Q3 2018 in Review

Vantage Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 254 shares — an estimated $9K sold.

Vantage Investment Advisors first reported a position in SCHC in Q2 2014 and held it in 17 quarters. The position peaked at $20K in Q4 2015. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

  • Vantage Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 254 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $9K.
  • Vantage Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2014 and held it in 17 quarters.
  • Vantage Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $20K in Q4 2015.
  • 193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.