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Avantax Advisory Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-12,539
Closed -$348K – 1458
2022
Q3 		$348K Buy
+12,539
New +$395K 0.01% 929

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SC
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Wealth Enhancement Advisory Services
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Avantax Advisory Services's SCHC Position: Q4 2022 in Review

Avantax Advisory Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 12,539 shares — an estimated $348K sold.

Avantax Advisory Services first reported a position in SCHC in Q3 2022 and held it in 1 quarter. The position peaked at $348K in Q3 2022. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

  • Avantax Advisory Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 12,539 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $348K.
  • Avantax Advisory Services first reported a position in Schwab International Small-Cap Equity ETF in Q3 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Schwab International Small-Cap Equity ETF position peaked at $348K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.