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Capasso Planning Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-11,237
Closed -$433K – 140
2024
Q3 		$433K Buy
11,237
+11
+0.1% +$405 0.13% 101
2024
Q2 		$399K Sell
11,226
-2,914
-21% -$104K 0.13% 98
2024
Q1 		$506K Sell
14,140
-6,103
-30% -$210K 0.21% 59
2023
Q4 		$706K Sell
20,243
-4,664
-19% -$151K 0.33% 47
2023
Q3 		$803K Sell
24,907
-1,985
-7% -$67.3K 0.43% 36
2023
Q2 		$908K Sell
26,892
-309
-1% -$10.4K 0.49% 37
2023
Q1 		$917K Sell
27,201
-1,369
-5% -$45.7K 0.54% 34
2022
Q4 		$899K Sell
28,570
-1,074
-4% -$32.7K 0.57% 37
2022
Q3 		$823K Buy
29,644
+2,452
+9% +$77.2K 0.57% 37
2022
Q2 		$849K Sell
27,192
-3,626
-12% -$126K 0.6% 33
2022
Q1 		$1.17M Sell
30,818
-3,769
-11% -$144K 0.83% 29
2021
Q4 		$1.42M Buy
+34,587
New +$1.44M 1.03% 25

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Capasso Planning Partners's SCHC Position: Q4 2024 in Review

Capasso Planning Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 11,237 shares — an estimated $433K sold.

Capasso Planning Partners first reported a position in SCHC in Q4 2021 and held it in 12 quarters. The position peaked at $1.42M in Q4 2021. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Capasso Planning Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 11,237 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $433K.
  • Capasso Planning Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and held it in 12 quarters.
  • Capasso Planning Partners's Schwab International Small-Cap Equity ETF position peaked at $1.42M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.