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

Bison Wealth’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
Q1 		– Sell
-25
Closed -$1K – 404
2021
Q4 		$1K Sell
25
-265
-91% -$11.1K ﹤0.01% 354
2021
Q3 		$12K Buy
290
+9
+3% +$382 0.01% 410
2021
Q2 		$12K Hold
281
– – 0.01% 399
2021
Q1 		$11K Buy
281
+223
+384% +$8.7K ﹤0.01% 417
2020
Q4 		$2K Buy
58
+18
+45% +$628 ﹤0.01% 405
2020
Q3 		$1K Buy
+40
New +$1.28K ﹤0.01% 365

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Bison Wealth's SCHC Position: Q1 2022 in Review

Bison Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Bison Wealth first reported a position in SCHC in Q3 2020 and held it in 6 quarters. The position peaked at $12K in Q3 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

  • Bison Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 25 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $1K.
  • Bison Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 6 quarters.
  • Bison Wealth's Schwab International Small-Cap Equity ETF position peaked at $12K in Q3 2021.
  • 369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.