BDO Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

BDO Wealth Advisors’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 Q2	$9.35K	Buy	277 +1	+0.4%	+$34	﹤0.01%	705
2023 Q1	$9.3K	Hold	276	–	–	﹤0.01%	717
2022 Q4	$8.69K	Sell	276 -107	-28%	-$3.26K	﹤0.01%	705
2022 Q3	$11K	Buy	383 +283	+283%	+$8.91K	﹤0.01%	694
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	866
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	865
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	879
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	882
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	913
2021 Q1	$4K	Buy	+100	New	+$3.9K	﹤0.01%	894
2019 Q1	–	Sell	-480	Closed	-$14K	–	657
2018 Q4	$14K	Hold	480	–	–	﹤0.01%	375
2018 Q3	$17K	Hold	480	–	–	0.01%	400
2018 Q2	$17K	Buy	+480	New	+$17.7K	0.01%	401

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BDO Wealth Advisors's SCHC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.36% in Q2 2023, buying an estimated $34 and bringing the position to 277 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

BDO Wealth Advisors first reported a position in SCHC in Q2 2018 and has held it in 13 quarters since. The position peaked at $17K in Q3 2018. 371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

BDO Wealth Advisors held 277 shares of Schwab International Small-Cap Equity ETF worth $9.35K as of Q2 2023.
BDO Wealth Advisors bought 1 Schwab International Small-Cap Equity ETF share in Q2 2023, an estimated $34.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #705 holding.
BDO Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2018 and has held it in 13 quarters since.
BDO Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $17K in Q3 2018.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.