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Gofen & Glossberg’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Gofen & Glossberg’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
Q4 		– Sell
-9,416
Closed -$261K – 608
2022
Q3 		$261K Buy
+9,416
New +$297K 0.01% 439

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Gofen & Glossberg's SCHC Position: Q4 2022 in Review

Gofen & Glossberg sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 9,416 shares — an estimated $261K sold.

Gofen & Glossberg first reported a position in SCHC in Q3 2022 and held it in 1 quarter. The position peaked at $261K in Q3 2022. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

  • Gofen & Glossberg reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 9,416 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $261K.
  • Gofen & Glossberg first reported a position in Schwab International Small-Cap Equity ETF in Q3 2022 and held it in 1 quarter.
  • Gofen & Glossberg's Schwab International Small-Cap Equity ETF position peaked at $261K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.