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

Focused 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
Q1 		– Sell
-20
Closed -$629 – 1136
2022
Q4 		$629 Hold
20
– – ﹤0.01% 926
2022
Q3 		$1K Hold
20
– – ﹤0.01% 890
2022
Q2 		$1K Hold
20
– – ﹤0.01% 866
2022
Q1 		$1K Hold
20
– – ﹤0.01% 924
2021
Q4 		$1K Hold
20
– – ﹤0.01% 921
2021
Q3 		$1K Sell
20
-18
-47% -$765 ﹤0.01% 931
2021
Q2 		$2K Hold
38
– – ﹤0.01% 825
2021
Q1 		$2K Hold
38
– – ﹤0.01% 818
2020
Q4 		$1K Buy
38
+20
+111% +$698 ﹤0.01% 785
2020
Q3 		$1K Buy
+18
New +$575 ﹤0.01% 743

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 $173B AUM 20.72% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Focused Wealth Management's SCHC Position: Q1 2023 in Review

Focused Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 20 shares — an estimated $629 sold.

Focused Wealth Management first reported a position in SCHC in Q3 2020 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

  • Focused Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 20 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $629.
  • Focused Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 10 quarters.
  • Focused Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $2K in Q2 2021.
  • 373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.