Curi Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-96	Closed	-$3K	–	599
2022 Q2	$3K	Buy	96 +6	+7%	+$208	﹤0.01%	500
2022 Q1	$3K	Sell	90 -44,206	-100%	-$1.69M	﹤0.01%	443
2021 Q4	$1.81M	Buy	44,296 +7,358	+20%	+$307K	0.31%	46
2021 Q3	$1.53M	Buy	36,938 +3,620	+11%	+$154K	0.71%	24
2021 Q2	$1.39M	Buy	33,318 +4,185	+14%	+$175K	0.7%	26
2021 Q1	$1.15M	Buy	29,133 +3,686	+14%	+$144K	0.73%	26
2020 Q4	$958K	Buy	+25,447	New	+$888K	0.69%	27

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Curi Wealth Management's SCHC Position: Q3 2022 in Review

Curi Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 96 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in SCHC in Q4 2020 and held it in 7 quarters. The position peaked at $1.81M in Q4 2021. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

Curi Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 96 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $3K.
Curi Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 7 quarters.
Curi Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.81M in Q4 2021.
326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.