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

Evermay 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
Q2 		– Sell
-390
Closed -$15K – 560
2022
Q1 		$15K Hold
390
– – ﹤0.01% 384
2021
Q4 		$16K Hold
390
– – ﹤0.01% 373
2021
Q3 		$16K Hold
390
– – ﹤0.01% 355
2021
Q2 		$16K Buy
+390
New +$16.3K ﹤0.01% 372

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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

Evermay Wealth Management's SCHC Position: Q2 2022 in Review

Evermay Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 390 shares — an estimated $15K sold.

Evermay Wealth Management first reported a position in SCHC in Q2 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

  • Evermay Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 390 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $15K.
  • Evermay Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and held it in 4 quarters.
  • Evermay Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $16K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.