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Acima Private Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Acima Private Wealth’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
2022
Q1 		– Sell
-27
Closed -$1.03K – 244
2021
Q4 		$1K Hold
27
– – ﹤0.01% 235
2021
Q3 		$1K Hold
27
– – ﹤0.01% 231
2021
Q2 		$1K Hold
27
– – ﹤0.01% 231
2021
Q1 		$1K Sell
27
-12
-31% -$468 ﹤0.01% 231
2020
Q4 		$1K Buy
+39
New +$1.36K ﹤0.01% 234

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Acima Private Wealth's SCHC Position: Q1 2022 in Review

Acima Private Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 27 shares — an estimated $1.03K sold.

Acima Private Wealth first reported a position in SCHC in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

  • Acima Private Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Acima Private Wealth sold 27 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $1.03K.
  • Acima Private Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 5 quarters.
  • Acima Private Wealth's Schwab International Small-Cap Equity ETF position peaked at $1K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Acima Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.