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Bedel Financial Consulting’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-2,049
Closed -$78K – 749
2022
Q1 		$78K Buy
2,049
+1
+0% +$38 0.02% 317
2021
Q4 		$84K Buy
2,048
+33
+2% +$1.38K 0.03% 309
2021
Q3 		$84K Sell
2,015
-28
-1% -$1.19K 0.03% 305
2021
Q2 		$85K Buy
2,043
+7
+0.3% +$292 0.03% 300
2021
Q1 		$80K Buy
2,036
+1,296
+175% +$50.5K 0.03% 297
2020
Q4 		$28K Hold
740
– – 0.01% 402
2020
Q3 		$24K Hold
740
– – 0.01% 402
2020
Q2 		$22K Buy
740
+28
+4% +$773 0.01% 391
2020
Q1 		$17K Hold
712
– – 0.01% 405
2019
Q4 		$25K Hold
712
– – 0.01% 384
2019
Q3 		$23K Sell
712
-110
-13% -$3.5K 0.01% 378
2019
Q2 		$27K Hold
822
– – 0.02% 364
2019
Q1 		$27K Hold
822
– – 0.02% 356
2018
Q4 		$24K Hold
822
– – 0.02% 347
2018
Q3 		$27K Buy
822
+392
+91% +$14K 0.02% 347
2018
Q2 		$16K Buy
430
+188
+78% +$6.95K 0.01% 411
2018
Q1 		$9K Buy
+242
New +$8.99K 0.01% 487

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bedel Financial Consulting's SCHC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 2,049 shares — an estimated $78K sold.

Bedel Financial Consulting first reported a position in SCHC in Q1 2018 and held it in 17 quarters. The position peaked at $85K in Q2 2021. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,049 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $78K.
  • Bedel Financial Consulting first reported a position in Schwab International Small-Cap Equity ETF in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Schwab International Small-Cap Equity ETF position peaked at $85K in Q2 2021.
  • 355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.