BerganKDV Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

BerganKDV Wealth Management’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 Q1	–	Sell	-58	Closed	-$1.82K	–	1111
2022 Q4	$1.82K	Buy	+58	New	+$1.77K	﹤0.01%	814
2022 Q1	–	Sell	-14	Closed	-$1K	–	1092
2021 Q4	$1K	Sell	14 -252	-95%	-$10.5K	﹤0.01%	1009
2021 Q3	$11K	Buy	+266	New	+$11.3K	﹤0.01%	627
2021 Q1	–	Sell	-311	Closed	-$12K	–	984
2020 Q4	$12K	Buy	+311	New	+$10.9K	﹤0.01%	541
2020 Q1	–	Sell	-303	Closed	-$10K	–	995
2019 Q4	$10K	Buy	+303	New	+$10.1K	﹤0.01%	532
2019 Q3	–	Sell	-568	Closed	-$19K	–	745
2019 Q2	$19K	Hold	568	–	–	﹤0.01%	433
2019 Q1	$18K	Hold	568	–	–	﹤0.01%	446
2018 Q4	$17K	Hold	568	–	–	﹤0.01%	411
2018 Q3	$20K	Hold	568	–	–	﹤0.01%	423
2018 Q2	$20K	Buy	+568	New	+$21K	﹤0.01%	431

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

BerganKDV Wealth Management's SCHC Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 58 shares — an estimated $1.82K sold.

BerganKDV Wealth Management first reported a position in SCHC in Q2 2018 and held it in 10 quarters. The position peaked at $20K in Q3 2018. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

BerganKDV Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 58 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $1.82K.
BerganKDV Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2018 and held it in 10 quarters.
BerganKDV Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $20K in Q3 2018.
373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.