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

Gradient Capital 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
2024
Q1 		– Sell
-6,547
Closed -$228K – 143
2023
Q4 		$228K Sell
6,547
-1,452
-18% -$47.1K 0.09% 134
2023
Q3 		$258K Sell
7,999
-119
-1% -$4.03K 0.11% 123
2023
Q2 		$274K Sell
8,118
-107
-1% -$3.62K 0.11% 126
2023
Q1 		$277K Sell
8,225
-29
-0.4% -$968 0.12% 119
2022
Q4 		$260K Buy
8,254
+4
+0% +$122 0.12% 118
2022
Q3 		$229K Sell
8,250
-1,214
-13% -$38.2K 0.11% 118
2022
Q2 		$296K Hold
9,464
– – 0.14% 97
2022
Q1 		$359K Sell
9,464
-59
-0.6% -$2.26K 0.15% 93
2021
Q4 		$390K Sell
9,523
-179
-2% -$7.46K 0.16% 89
2021
Q3 		$403K Sell
9,702
-274
-3% -$11.6K 0.18% 86
2021
Q2 		$415K Sell
9,976
-376
-4% -$15.7K 0.19% 85
2021
Q1 		$408K Sell
10,352
-887
-8% -$34.6K 0.22% 84
2020
Q4 		$423K Sell
11,239
-305
-3% -$10.6K 0.24% 74
2020
Q3 		$376K Sell
11,544
-385
-3% -$12.3K 0.23% 75
2020
Q2 		$353K Sell
11,929
-687
-5% -$19K 0.24% 76
2020
Q1 		$308K Buy
12,616
+107
+0.9% +$3.29K 0.25% 77
2019
Q4 		$433K Buy
12,509
+1,537
+14% +$51.3K 0.3% 68
2019
Q3 		$349K Buy
10,972
+1,450
+15% +$46.2K 0.26% 72
2019
Q2 		$311K Buy
9,522
+893
+10% +$28.9K 0.24% 73
2019
Q1 		$278K Buy
8,629
+1,196
+16% +$37.7K 0.22% 74
2018
Q4 		$216K Buy
+7,433
New +$237K 0.19% 84

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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

Gradient Capital Advisors's SCHC Position: Q1 2024 in Review

Gradient Capital Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 6,547 shares — an estimated $228K sold.

Gradient Capital Advisors first reported a position in SCHC in Q4 2018 and held it in 21 quarters. The position peaked at $433K in Q4 2019. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

  • Gradient Capital Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Capital Advisors sold 6,547 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $228K.
  • Gradient Capital Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 21 quarters.
  • Gradient Capital Advisors's Schwab International Small-Cap Equity ETF position peaked at $433K in Q4 2019.
  • 390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Gradient Capital Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.