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Gerber Kawasaki Wealth & Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-7
Closed – – 933
2021
Q3 		$0 Buy
+7
New +$297 ﹤0.01% 1222

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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CG
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

Gerber Kawasaki Wealth & Investment Management's SCHC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021, closing a stake of 7 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 367 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 7 Schwab International Small-Cap Equity ETF shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab International Small-Cap Equity ETF position peaked at $0 in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.