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

Whitener 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
2019 Q4	–	Sell	-37	Closed	-$1K	–	362
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	469
2019 Q2	$1K	Buy	37 +2	+6%	+$65	﹤0.01%	459
2019 Q1	$1K	Buy	35 +11	+46%	+$347	﹤0.01%	459
2018 Q4	$0	Hold	24	–	–	﹤0.01%	469
2018 Q3	$0	Buy	+24	New	+$858	﹤0.01%	468
2018 Q2	–	Sell	-22	Closed	–	–	339
2018 Q1	$0	Buy	22 +5	+29%	+$186	﹤0.01%	489
2017 Q4	$0	Buy	+17	New	+$615	﹤0.01%	436

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

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Whitener Capital Management's SCHC Position: Q4 2019 in Review

Whitener Capital Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2019, closing a stake of 37 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in SCHC in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2019. 279 funds tracked by Wall St. Rank hold SCHC as of Q4 2019.

Whitener Capital Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 37 Schwab International Small-Cap Equity ETF shares in Q4 2019, an estimated $1K.
Whitener Capital Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Schwab International Small-Cap Equity ETF position peaked at $1K in Q3 2019.
279 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.