D'Orazio & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-340	Closed	-$14K	–	588
2021 Q3	$14K	Buy	+340	New	+$14.4K	﹤0.01%	481
2021 Q2	–	Sell	-19	Closed	-$1K	–	416
2021 Q1	$1K	Buy	+19	New	+$741	﹤0.01%	364
2017 Q3	–	Sell	-31	Closed	-$1K	–	317
2017 Q2	$1K	Buy	+31	New	+$1.01K	﹤0.01%	319

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

RFA

Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

D'Orazio & Associates's SCHC Position: Q4 2021 in Review

D'Orazio & Associates sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021, closing a stake of 340 shares — an estimated $14K sold.

D'Orazio & Associates first reported a position in SCHC in Q2 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2021. 367 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

D'Orazio & Associates reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 340 Schwab International Small-Cap Equity ETF shares in Q4 2021, an estimated $14K.
D'Orazio & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q2 2017 and held it in 3 quarters.
D'Orazio & Associates's Schwab International Small-Cap Equity ETF position peaked at $14K in Q3 2021.
367 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.