Capital Asset Advisory Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Capital Asset Advisory Services’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 Q4	–	Sell	-17	Closed	–	–	490
2022 Q3	$0	Hold	17	–	–	﹤0.01%	556
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	564
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	558
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	588
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	693
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	714
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	682
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	1548
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	540
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	565
2020 Q1	$0	Sell	17 -6	-26%	-$184	﹤0.01%	604
2019 Q4	$1K	Buy	+23	New	+$767	﹤0.01%	588

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Capital Asset Advisory Services's SCHC Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 17 shares.

Capital Asset Advisory Services first reported a position in SCHC in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

Capital Asset Advisory Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 17 Schwab International Small-Cap Equity ETF shares in Q4 2022.
Capital Asset Advisory Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 12 quarters.
Capital Asset Advisory Services's Schwab International Small-Cap Equity ETF position peaked at $1K in Q2 2022.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.