GoalVest Advisory’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

GoalVest Advisory’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
2024 Q1	–	Sell	-78	Closed	-$2.72K	–	464
2023 Q4	$2.72K	Hold	78	–	–	﹤0.01%	318
2023 Q3	$2.52K	Buy	+78	New	+$2.64K	﹤0.01%	406
2023 Q2	–	Sell	-9	Closed	-$303	–	401
2023 Q1	$303	Buy	+9	New	+$300	﹤0.01%	246
2022 Q2	–	Sell	-18	Closed	-$1K	–	502
2022 Q1	$1K	Buy	+18	New	+$689	﹤0.01%	359

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GoalVest Advisory's SCHC Position: Q1 2024 in Review

GoalVest Advisory sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 78 shares — an estimated $2.72K sold.

GoalVest Advisory first reported a position in SCHC in Q1 2022 and held it in 4 quarters. The position peaked at $2.72K in Q4 2023. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

GoalVest Advisory reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 78 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $2.72K.
GoalVest Advisory first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 4 quarters.
GoalVest Advisory's Schwab International Small-Cap Equity ETF position peaked at $2.72K in Q4 2023.
390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.