Baron Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-150	Closed	-$4.68K	–	167
2022 Q2	$4.68K	Hold	150	–	–	﹤0.01%	170
2022 Q1	$5.7K	Hold	150	–	–	﹤0.01%	177
2021 Q4	$6.14K	Hold	150	–	–	﹤0.01%	183
2021 Q3	$6.23K	Hold	150	–	–	﹤0.01%	183
2021 Q2	$6.24K	Hold	150	–	–	﹤0.01%	191
2021 Q1	$5.91K	Hold	150	–	–	﹤0.01%	192
2020 Q4	$5.65K	Hold	150	–	–	﹤0.01%	199
2020 Q3	$4.88K	Buy	+150	New	+$4.79K	﹤0.01%	207

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Baron Financial Group's SCHC Position: Q3 2022 in Review

Baron Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 150 shares — an estimated $4.68K sold.

Baron Financial Group first reported a position in SCHC in Q3 2020 and held it in 8 quarters. The position peaked at $6.24K in Q2 2021. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

Baron Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 150 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $4.68K.
Baron Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Schwab International Small-Cap Equity ETF position peaked at $6.24K in Q2 2021.
326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.