Wilbanks Smith & Thomas Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018 Q4	–	Sell	-200	Closed	-$7K	–	1132
2018 Q3	$7K	Buy	+200	New	+$7.15K	﹤0.01%	1139
2015 Q1	–	Sell	-7,650	Closed	-$221K	–	319
2014 Q4	$221K	Buy	7,650 +100	+1%	+$2.99K	0.02%	275
2014 Q3	$237K	Sell	7,550 -1,095	-13%	-$36.3K	0.03%	252
2014 Q2	$296K	Sell	8,645 -35,245	-80%	-$1.17M	0.03%	222
2014 Q1	$1.45M	Buy	43,890 +31,325	+249%	+$1.01M	0.16%	91
2013 Q4	$401K	Sell	12,565 -8,335	-40%	-$262K	0.05%	189
2013 Q3	$645K	Sell	20,900 -985	-5%	-$29K	0.09%	135
2013 Q2	$591K	Buy	+21,885	New	+$615K	0.09%	133

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHC in Q2 2013 and held it in 8 quarters. The position peaked at $1.45M in Q1 2014. 229 funds tracked by Wall St. Rank hold SCHC as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 200 Schwab International Small-Cap Equity ETF shares in Q4 2018, an estimated $7K.
Wilbanks Smith & Thomas Asset Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2013 and held it in 8 quarters.
Wilbanks Smith & Thomas Asset Management's Schwab International Small-Cap Equity ETF position peaked at $1.45M in Q1 2014.
229 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.