GI
SCHC icon

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

Gradient Investments’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
Q3 		– Sell
-223
Closed -$7.93K – 1076
2024
Q2 		$7.93K Sell
223
-153
-41% -$5.45K ﹤0.01% 782
2024
Q1 		$13.5K Buy
+376
New +$12.9K ﹤0.01% 601
2023
Q4 		– Sell
-179
Closed -$5.77K – 1903
2023
Q3 		$5.77K Buy
179
+118
+193% +$4K ﹤0.01% 922
2023
Q2 		$2.06K Buy
+61
New +$2.06K ﹤0.01% 1152
2023
Q1 		– Sell
-62
Closed -$1.95K – 1625
2022
Q4 		$1.95K Buy
+62
New +$1.89K ﹤0.01% 1093
2022
Q2 		– Sell
-28
Closed -$1K – 1357
2022
Q1 		$1K Buy
+28
New +$1.07K ﹤0.01% 1127
2019
Q1 		– Sell
-1
Closed – – 986
2018
Q4 		$0 Hold
1
– – ﹤0.01% 1065
2018
Q3 		$0 Sell
1
-41
-98% -$1.47K ﹤0.01% 1045
2018
Q2 		$2K Buy
+42
New +$1.55K ﹤0.01% 840
2017
Q3 		– Sell
-37
Closed -$1K – 616
2017
Q2 		$1K Buy
+37
New +$1.21K ﹤0.01% 752

Other funds holding SCHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Gradient Investments's SCHC Position: Q3 2024 in Review

Gradient Investments sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2024, closing a stake of 223 shares — an estimated $7.93K sold.

Gradient Investments first reported a position in SCHC in Q2 2017 and held it in 10 quarters. The position peaked at $13.5K in Q1 2024. 392 funds tracked by Wall St. Rank hold SCHC as of Q3 2024.

  • Gradient Investments reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 223 Schwab International Small-Cap Equity ETF shares in Q3 2024, an estimated $7.93K.
  • Gradient Investments first reported a position in Schwab International Small-Cap Equity ETF in Q2 2017 and held it in 10 quarters.
  • Gradient Investments's Schwab International Small-Cap Equity ETF position peaked at $13.5K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.