FDx Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

FDx Advisors’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 Q3	–	Sell	-4,837	Closed	-$201K	–	846
2021 Q2	$201K	Buy	+4,837	New	+$202K	0.01%	789
2020 Q2	–	Sell	-8,912	Closed	-$217K	–	615
2020 Q1	$217K	Buy	8,912 +1,591	+22%	+$48.9K	0.01%	456
2019 Q4	$254K	Buy	+7,321	New	+$244K	0.01%	538
2019 Q3	–	Sell	-7,410	Closed	-$242K	–	767
2019 Q2	$242K	Buy	7,410 +1,081	+17%	+$35K	0.01%	707
2019 Q1	$204K	Buy	+6,329	New	+$200K	0.01%	737

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FDx Advisors's SCHC Position: Q3 2021 in Review

FDx Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2021, closing a stake of 4,837 shares — an estimated $201K sold.

FDx Advisors first reported a position in SCHC in Q1 2019 and held it in 5 quarters. The position peaked at $254K in Q4 2019. 330 funds tracked by Wall St. Rank hold SCHC as of Q3 2021.

FDx Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
FDx Advisors sold 4,837 Schwab International Small-Cap Equity ETF shares in Q3 2021, an estimated $201K.
FDx Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 5 quarters.
FDx Advisors's Schwab International Small-Cap Equity ETF position peaked at $254K in Q4 2019.
330 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2021.

Based on FDx Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.