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

Endurance 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
2023
Q2 		$3K Hold
77
– – ﹤0.01% 580
2023
Q1 		$3K Hold
77
– – ﹤0.01% 584
2022
Q4 		$2K Buy
+77
New +$2.35K ﹤0.01% 594

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 $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Endurance Wealth Management's SCHC Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2023 at 77 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Endurance Wealth Management first reported a position in SCHC in Q4 2022 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • Endurance Wealth Management held 77 shares of Schwab International Small-Cap Equity ETF worth $3K as of Q2 2023.
  • Endurance Wealth Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2023.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #580 holding.
  • Endurance Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.