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Guidance Point Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-511
Closed -$21K – 339
2021
Q3 		$21K Buy
+511
New +$21.7K 0.01% 208

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $374B AUM 17.66% 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

Guidance Point Advisors's SCHC Position: Q4 2021 in Review

Guidance Point Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021, closing a stake of 511 shares — an estimated $21K sold.

Guidance Point Advisors first reported a position in SCHC in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 367 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

  • Guidance Point Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 511 Schwab International Small-Cap Equity ETF shares in Q4 2021, an estimated $21K.
  • Guidance Point Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Schwab International Small-Cap Equity ETF position peaked at $21K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.