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Cary Street Partners Investment Advisory’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-85
Closed -$2.74K – 1599
2023
Q3 		$2.74K Hold
85
– – ﹤0.01% 1610
2023
Q2 		$2.87K Buy
+85
New +$2.87K ﹤0.01% 1534

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2023, closing a stake of 85 shares — an estimated $2.74K sold.

Cary Street Partners Investment Advisory first reported a position in SCHC in Q2 2023 and held it in 2 quarters. The position peaked at $2.87K in Q2 2023. 392 funds tracked by Wall St. Rank hold SCHC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 85 Schwab International Small-Cap Equity ETF shares in Q4 2023, an estimated $2.74K.
  • Cary Street Partners Investment Advisory first reported a position in Schwab International Small-Cap Equity ETF in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Schwab International Small-Cap Equity ETF position peaked at $2.87K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.