CDIA
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Capital Directions Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Capital Directions Investment Advisors’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 		$78.5K Buy
+2,496
New +$76K 0.03% 94
2022
Q3 		– Sell
-14,982
Closed -$472K – 61
2022
Q2 		$468K Buy
14,982
+538
+4% +$18.6K 0.16% 43
2022
Q1 		$548K Hold
14,444
– – 0.17% 44
2021
Q4 		$591K Buy
14,444
+12,107
+518% +$505K 0.17% 43
2021
Q3 		$97K Hold
2,337
– – 0.03% 91
2021
Q2 		$97K Buy
+2,337
New +$97.5K 0.03% 85
2021
Q1 		– Sell
-774
Closed -$29K – 308
2020
Q4 		$29K Hold
774
– – 0.01% 138
2020
Q3 		$25K Hold
774
– – 0.01% 144
2020
Q2 		$23K Sell
774
-715
-48% -$19.7K 0.01% 146
2020
Q1 		$36K Hold
1,489
– – 0.02% 127
2019
Q4 		$52K Hold
1,489
– – 0.02% 129
2019
Q3 		$47K Hold
1,489
– – 0.02% 130
2019
Q2 		$49K Hold
1,489
– – 0.02% 66
2019
Q1 		$48K Hold
1,489
– – 0.02% 69
2018
Q4 		$43K Buy
1,489
+368
+33% +$11.7K 0.01% 71
2018
Q3 		$40K Buy
1,121
+273
+32% +$9.76K 0.01% 101
2018
Q2 		$31K Sell
848
-347
-29% -$12.8K 0.01% 93
2018
Q1 		$44K Hold
1,195
– – 0.01% 73
2017
Q4 		$44K Hold
1,195
– – 0.01% 71
2017
Q3 		$43K Sell
1,195
-173
-13% -$6K 0.01% 75
2017
Q2 		$46K Sell
1,368
-75
-5% -$2.45K 0.02% 64
2017
Q1 		$45K Hold
1,443
– – 0.02% 63
2016
Q4 		$42K Hold
1,443
– – 0.02% 59
2016
Q3 		$45K Hold
1,443
– – 0.02% 55
2016
Q2 		$42K Hold
1,443
– – 0.02% 56
2016
Q1 		$42K Sell
1,443
-421
-23% -$11.4K 0.02% 46
2015
Q4 		$54K Hold
1,864
– – 0.02% 53
2015
Q3 		$53K Sell
1,864
-795
-30% -$23.8K 0.02% 45
2015
Q2 		$83K Hold
2,659
– – 0.03% 41
2015
Q1 		$86K Sell
2,659
-157
-6% -$4.64K 0.03% 44
2014
Q4 		$84K Buy
2,816
+40
+1% +$1.2K 0.03% 44
2014
Q3 		$84K Sell
2,776
-266
-9% -$8.81K 0.03% 44
2014
Q2 		$104K Hold
3,042
– – 0.04% 41
2014
Q1 		$100K Hold
3,042
– – 0.04% 41
2013
Q4 		$97K Sell
3,042
-437
-13% -$13.7K 0.04% 40
2013
Q3 		$107K Sell
3,479
-104
-3% -$3.06K 0.05% 37
2013
Q2 		$97K Buy
+3,583
New +$101K 0.05% 38

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Capital Directions Investment Advisors's SCHC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022: 2,496 shares worth $78.5K. The stake represents 0.03% of the portfolio and ranks #94 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHC as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHC in Q2 2013 and has held it in 37 quarters since. The position peaked at $591K in Q4 2021. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

  • Capital Directions Investment Advisors held 2,496 shares of Schwab International Small-Cap Equity ETF worth $78.5K as of Q4 2022.
  • Schwab International Small-Cap Equity ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Schwab International Small-Cap Equity ETF made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #94 holding.
  • Capital Directions Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2013 and has held it in 37 quarters since.
  • Capital Directions Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $591K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.