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Wealthspire Advisors (Maryland)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-6,296
Closed -$203K – 1715
2019
Q1 		$203K Buy
6,296
+186
+3% +$5.87K 0.02% 432
2018
Q4 		$178K Buy
6,110
+48
+0.8% +$1.53K 0.02% 426
2018
Q3 		$216K Sell
6,062
-58
-0.9% -$2.07K 0.02% 439
2018
Q2 		$221K Sell
6,120
-294
-5% -$10.9K 0.02% 436
2018
Q1 		$234K Buy
6,414
+45
+0.7% +$1.67K 0.02% 423
2017
Q4 		$233K Sell
6,369
-3
-0% -$109 0.02% 433
2017
Q3 		$228K Buy
6,372
+246
+4% +$8.53K 0.02% 434
2017
Q2 		$206K Sell
6,126
-5
-0.1% -$164 0.02% 441
2017
Q1 		$192K Sell
6,131
-282
-4% -$8.61K 0.03% 407
2016
Q4 		$187K Sell
6,413
-65
-1% -$1.92K 0.03% 394
2016
Q3 		$200K Buy
6,478
+58
+0.9% +$1.75K 0.03% 381
2016
Q2 		$185K Sell
6,420
-291
-4% -$8.56K 0.03% 388
2016
Q1 		$194K Buy
6,711
+78
+1% +$2.12K 0.03% 369
2015
Q4 		$191K Buy
+6,633
New +$196K 0.04% 369

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2019, closing a stake of 6,296 shares — an estimated $203K sold.

Wealthspire Advisors (Maryland) first reported a position in SCHC in Q4 2015 and held it in 14 quarters. The position peaked at $234K in Q1 2018. 249 funds tracked by Wall St. Rank hold SCHC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,296 Schwab International Small-Cap Equity ETF shares in Q2 2019, an estimated $203K.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Schwab International Small-Cap Equity ETF position peaked at $234K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.