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IAG Wealth Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-63
Closed -$2K – 479
2022
Q3 		$2K Hold
63
– – ﹤0.01% 401
2022
Q2 		$2K Hold
63
– – ﹤0.01% 390
2022
Q1 		$2K Buy
+63
New +$2.41K ﹤0.01% 405

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IAG Wealth Partners's SCHC Position: Q4 2022 in Review

IAG Wealth Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 63 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in SCHC in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

  • IAG Wealth Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 63 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $2K.
  • IAG Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $2K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.