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Hoover Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Hoover Financial 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
Q2 		$50K Hold
1,213
– – 0.01% 274
2021
Q1 		$51K Hold
1,213
– – 0.01% 265
2020
Q4 		$47K Hold
1,213
– – 0.01% 244
2020
Q3 		$39K Hold
1,213
– – 0.01% 142
2020
Q2 		$36K Buy
+1,213
New +$33.5K 0.01% 218

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 $11.5B AUM 18.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Hoover Financial Advisors's SCHC Position: Q2 2021 in Review

Hoover Financial Advisors held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2021 at 1,213 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #274.

Hoover Financial Advisors first reported a position in SCHC in Q2 2020 and has held it in 5 quarters since. The position peaked at $51K in Q1 2021. 315 funds tracked by Wall St. Rank hold SCHC as of Q2 2021.

  • Hoover Financial Advisors held 1,213 shares of Schwab International Small-Cap Equity ETF worth $50K as of Q2 2021.
  • Hoover Financial Advisors left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2021.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #274 holding.
  • Hoover Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2020 and has held it in 5 quarters since.
  • Hoover Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $51K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.