Almanack Investment Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Almanack Investment Partners’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	-15,379	Closed	-$630K	–	523
2021 Q4	$630K	Buy	15,379 +645	+4%	+$26.9K	0.05%	225
2021 Q3	$612K	Buy	+14,734	New	+$626K	0.05%	217
2018 Q2	–	Sell	-11,450	Closed	-$418K	–	171
2018 Q1	$418K	Buy	+11,450	New	+$425K	0.16%	55
2017 Q4	–	Sell	-16,591	Closed	-$594K	–	185
2017 Q3	$594K	Buy	+16,591	New	+$576K	0.29%	40

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Almanack Investment Partners's SCHC Position: Q1 2022 in Review

Almanack Investment Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 15,379 shares — an estimated $630K sold.

Almanack Investment Partners first reported a position in SCHC in Q3 2017 and held it in 4 quarters. The position peaked at $630K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

Almanack Investment Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Almanack Investment Partners sold 15,379 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $630K.
Almanack Investment Partners first reported a position in Schwab International Small-Cap Equity ETF in Q3 2017 and held it in 4 quarters.
Almanack Investment Partners's Schwab International Small-Cap Equity ETF position peaked at $630K in Q4 2021.
369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Almanack Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.