1832 Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

1832 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
2023 Q3	–	Sell	-936	Closed	-$31.6K	–	905
2023 Q2	$31.6K	Hold	936	–	–	﹤0.01%	715
2023 Q1	$31.6K	Hold	936	–	–	﹤0.01%	743
2022 Q4	$29.5K	Buy	+936	New	+$28.5K	﹤0.01%	778
2022 Q2	–	Sell	-936	Closed	-$36K	–	945
2022 Q1	$36K	Buy	+936	New	+$35.8K	﹤0.01%	809

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

1832 Asset Management's SCHC Position: Q3 2023 in Review

1832 Asset Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2023, closing a stake of 936 shares — an estimated $31.6K sold.

1832 Asset Management first reported a position in SCHC in Q1 2022 and held it in 4 quarters. The position peaked at $36K in Q1 2022. 362 funds tracked by Wall St. Rank hold SCHC as of Q3 2023.

1832 Asset Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
1832 Asset Management sold 936 Schwab International Small-Cap Equity ETF shares in Q3 2023, an estimated $31.6K.
1832 Asset Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 4 quarters.
1832 Asset Management's Schwab International Small-Cap Equity ETF position peaked at $36K in Q1 2022.
362 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2023.

Based on 1832 Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.