Yorktown Management & Research Company’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Yorktown Management & Research Company’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
2017 Q1	–	Sell	-7,000	Closed	-$204K	–	365
2016 Q4	$204K	Buy	+7,000	New	+$207K	0.05%	343

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yorktown Management & Research Company's SCHC Position: Q1 2017 in Review

Yorktown Management & Research Company sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2017, closing a stake of 7,000 shares — an estimated $204K sold.

Yorktown Management & Research Company first reported a position in SCHC in Q4 2016 and held it in 1 quarter. The position peaked at $204K in Q4 2016. 114 funds tracked by Wall St. Rank hold SCHC as of Q1 2017.

Yorktown Management & Research Company reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 7,000 Schwab International Small-Cap Equity ETF shares in Q1 2017, an estimated $204K.
Yorktown Management & Research Company first reported a position in Schwab International Small-Cap Equity ETF in Q4 2016 and held it in 1 quarter.
Yorktown Management & Research Company's Schwab International Small-Cap Equity ETF position peaked at $204K in Q4 2016.
114 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2017.

Based on Yorktown Management & Research Company's 13F filing for Q1 2017, filed 4 May 2017.