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Benjamin F. Edwards & Company’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		– Sell
-249
Closed -$9K – 2224
2024
Q1 		$9K Sell
249
-51
-17% -$1.75K ﹤0.01% 1735
2023
Q4 		$10K Buy
+300
New +$9.73K ﹤0.01% 1665
2022
Q2 		– Sell
-190
Closed -$7K – 1890
2022
Q1 		$7K Buy
+190
New +$7.27K ﹤0.01% 1455

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SC
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TIAA Trust, National Association
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHC Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 249 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in SCHC in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q4 2023. 385 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 249 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $9K.
  • Benjamin F. Edwards & Company first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Schwab International Small-Cap Equity ETF position peaked at $10K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.