Wealthcare Capital Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-3,031	Closed	-$105K	–	570
2019 Q4	$105K	Hold	3,031	–	–	0.01%	78
2019 Q3	$96K	Hold	3,031	–	–	0.01%	79
2019 Q2	$99K	Hold	3,031	–	–	0.01%	76
2019 Q1	$98K	Hold	3,031	–	–	0.01%	77
2018 Q4	$88K	Hold	3,031	–	–	0.01%	76
2018 Q3	$108K	Hold	3,031	–	–	0.01%	64
2018 Q2	$109K	Hold	3,031	–	–	0.01%	63
2018 Q1	$111K	Hold	3,031	–	–	0.01%	60
2017 Q4	$111K	Hold	3,031	–	–	0.01%	63
2017 Q3	$109K	Hold	3,031	–	–	0.01%	62
2017 Q2	$102K	Hold	3,031	–	–	0.01%	65
2017 Q1	$95K	Hold	3,031	–	–	0.01%	66
2016 Q4	$88K	Hold	3,031	–	–	0.01%	63
2016 Q3	$94K	Hold	3,031	–	–	0.01%	58
2016 Q2	$87K	Hold	3,031	–	–	0.01%	59
2016 Q1	$88K	Buy	3,031 +255	+9%	+$6.92K	0.01%	64
2015 Q4	$80K	Buy	+2,776	New	+$82K	0.01%	73

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Wealthcare Capital Management's SCHC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 3,031 shares — an estimated $105K sold.

Wealthcare Capital Management first reported a position in SCHC in Q4 2015 and held it in 17 quarters. The position peaked at $111K in Q1 2018. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

Wealthcare Capital Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 3,031 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $105K.
Wealthcare Capital Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and held it in 17 quarters.
Wealthcare Capital Management's Schwab International Small-Cap Equity ETF position peaked at $111K in Q1 2018.
259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.