Aspire Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Aspire Wealth 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	-3,389	Closed	-$114K	–	192
2023 Q2	$114K	Hold	3,389	–	–	0.09%	104
2023 Q1	$114K	Hold	3,389	–	–	0.09%	103
2022 Q4	$107K	Hold	3,389	–	–	0.09%	107
2022 Q3	$94K	Buy	+3,389	New	+$107K	0.09%	102

Other funds holding SCHC

CSIA

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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

Aspire Wealth Management's SCHC Position: Q3 2023 in Review

Aspire Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2023, closing a stake of 3,389 shares — an estimated $114K sold.

Aspire Wealth Management first reported a position in SCHC in Q3 2022 and held it in 4 quarters. The position peaked at $114K in Q2 2023. 362 funds tracked by Wall St. Rank hold SCHC as of Q3 2023.

Aspire Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
Aspire Wealth Management sold 3,389 Schwab International Small-Cap Equity ETF shares in Q3 2023, an estimated $114K.
Aspire Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2022 and held it in 4 quarters.
Aspire Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $114K in Q2 2023.
362 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.