CWA
SCHC icon

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

Consilium Wealth 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
2022
Q2 		– Sell
-6,000
Closed -$228K – 83
2022
Q1 		$228K Hold
6,000
– – 0.16% 79
2021
Q4 		$246K Buy
+6,000
New +$250K 0.16% 81

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Consilium Wealth Advisory's SCHC Position: Q2 2022 in Review

Consilium Wealth Advisory sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 6,000 shares — an estimated $228K sold.

Consilium Wealth Advisory first reported a position in SCHC in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

  • Consilium Wealth Advisory reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 6,000 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $228K.
  • Consilium Wealth Advisory first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and held it in 2 quarters.
  • Consilium Wealth Advisory's Schwab International Small-Cap Equity ETF position peaked at $246K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on Consilium Wealth Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.