AP
SCHC icon

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

Appleton 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
2024
Q2 		– Sell
-6,089
Closed -$218K – 271
2024
Q1 		$218K Buy
+6,089
New +$209K 0.02% 259

Other funds holding SCHC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Appleton Partners's SCHC Position: Q2 2024 in Review

Appleton Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 6,089 shares — an estimated $218K sold.

Appleton Partners first reported a position in SCHC in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Appleton Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Appleton Partners sold 6,089 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $218K.
  • Appleton Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2024 and held it in 1 quarter.
  • Appleton Partners's Schwab International Small-Cap Equity ETF position peaked at $218K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on Appleton Partners's 13F filing for Q2 2024, filed 2 Jul 2024.