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

Wealthfront’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
-5,769
Closed -$208K – 524
2018
Q2 		$208K Sell
5,769
-332
-5% -$12.3K ﹤0.01% 489
2018
Q1 		$223K Sell
6,101
-1,053
-15% -$39.1K ﹤0.01% 479
2017
Q4 		$262K Buy
7,154
+1,202
+20% +$43.5K ﹤0.01% 450
2017
Q3 		$213K Buy
+5,952
New +$206K ﹤0.01% 483
2015
Q4 		– Sell
-5
Closed – – 902
2015
Q3 		$0 Sell
5
-362
-99% -$10.9K ﹤0.01% 1401
2015
Q2 		$11K Buy
+367
New +$11.7K ﹤0.01% 809

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 $5.72T AUM 30.48% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealthfront's SCHC Position: Q3 2018 in Review

Wealthfront sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 5,769 shares — an estimated $208K sold.

Wealthfront first reported a position in SCHC in Q2 2015 and held it in 6 quarters. The position peaked at $262K in Q4 2017. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

  • Wealthfront reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 5,769 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $208K.
  • Wealthfront first reported a position in Schwab International Small-Cap Equity ETF in Q2 2015 and held it in 6 quarters.
  • Wealthfront's Schwab International Small-Cap Equity ETF position peaked at $262K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.