Carlsbad Wealth Advisory Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$725K	Buy	+21,467	New	+$726K	0.47%	21

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Carlsbad Wealth Advisory Group's SCHC Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2023: 21,467 shares worth $725K. The stake represents 0.47% of the portfolio and ranks #21 among its holdings.

371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

Carlsbad Wealth Advisory Group held 21,467 shares of Schwab International Small-Cap Equity ETF worth $725K as of Q2 2023.
Schwab International Small-Cap Equity ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab International Small-Cap Equity ETF made up 0.47% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #21 holding.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.