WP
SCHC icon

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

WealthSource Partners’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
Q3 		– Sell
-6,642
Closed -$217K – 465
2019
Q2 		$217K Sell
6,642
-83
-1% -$2.69K 0.03% 406
2019
Q1 		$217K Buy
+6,725
New +$212K 0.05% 319

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

WealthSource Partners's SCHC Position: Q3 2019 in Review

WealthSource Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2019, closing a stake of 6,642 shares — an estimated $217K sold.

WealthSource Partners first reported a position in SCHC in Q1 2019 and held it in 2 quarters. The position peaked at $217K in Q2 2019. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2019.

  • WealthSource Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 6,642 Schwab International Small-Cap Equity ETF shares in Q3 2019, an estimated $217K.
  • WealthSource Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 2 quarters.
  • WealthSource Partners's Schwab International Small-Cap Equity ETF position peaked at $217K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.