GW
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GW & Wade’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

GW & Wade’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
Q2 		– Sell
-12,455
Closed -$473K – 399
2022
Q1 		$473K Buy
+12,455
New +$477K 0.02% 255
2021
Q4 		– Sell
-12,541
Closed -$521K – 402
2021
Q3 		$521K Hold
12,541
– – 0.02% 239
2021
Q2 		$522K Buy
+12,541
New +$523K 0.03% 243

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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

GW & Wade's SCHC Position: Q2 2022 in Review

GW & Wade sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 12,455 shares — an estimated $473K sold.

GW & Wade first reported a position in SCHC in Q2 2021 and held it in 3 quarters. The position peaked at $522K in Q2 2021. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

  • GW & Wade reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • GW & Wade sold 12,455 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $473K.
  • GW & Wade first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and held it in 3 quarters.
  • GW & Wade's Schwab International Small-Cap Equity ETF position peaked at $522K in Q2 2021.
  • 355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on GW & Wade's 13F filing for Q2 2022, filed 9 Aug 2022.