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

Westwind Capital’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
-2,233
Closed -$81K – 45
2018
Q2 		$81K Buy
+2,233
New +$82.5K 0.06% 26
2018
Q1 		– Sell
-36,285
Closed -$1.33M – 41
2017
Q4 		$1.33M Buy
+36,285
New +$1.31M 1.25% 17

Other funds holding SCHC

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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 40.91% 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

Westwind Capital's SCHC Position: Q3 2018 in Review

Westwind Capital sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2018, closing a stake of 2,233 shares — an estimated $81K sold.

Westwind Capital first reported a position in SCHC in Q4 2017 and held it in 2 quarters. The position peaked at $1.33M in Q4 2017. 193 funds tracked by Wall St. Rank hold SCHC as of Q3 2018.

  • Westwind Capital reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Westwind Capital sold 2,233 Schwab International Small-Cap Equity ETF shares in Q3 2018, an estimated $81K.
  • Westwind Capital first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 2 quarters.
  • Westwind Capital's Schwab International Small-Cap Equity ETF position peaked at $1.33M in Q4 2017.
  • 193 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2018.

Based on Westwind Capital's 13F filing for Q3 2018, filed 9 Oct 2018.