Householder Group Estate & Retirement Specialist’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-835	Closed	-$32K	–	1076
2024 Q3	$32K	Buy	835 +1	+0.1%	+$37	0.01%	576
2024 Q2	$29K	Hold	834	–	–	0.01%	589
2024 Q1	$29.9K	Hold	834	–	–	0.01%	578
2023 Q4	$29K	Buy	834 +1	+0.1%	+$32	0.01%	563
2023 Q3	$26.9K	Buy	+833	New	+$28.2K	0.01%	572
2023 Q1	$31K	Buy	+909	New	+$30.3K	0.01%	538

Other funds holding SCHC

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 835 shares — an estimated $32K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHC in Q1 2023 and held it in 6 quarters. The position peaked at $32K in Q3 2024. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 835 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $32K.
Householder Group Estate & Retirement Specialist first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Schwab International Small-Cap Equity ETF position peaked at $32K in Q3 2024.
421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.