IA
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IAM Advisory’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

IAM Advisory’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
Q3 		– Sell
-62,277
Closed -$2.59M – 95
2021
Q2 		$2.59M Buy
+62,277
New +$2.6M 0.34% 25

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 $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $171B AUM 24.68% 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
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

IAM Advisory's SCHC Position: Q3 2021 in Review

IAM Advisory sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2021, closing a stake of 62,277 shares — an estimated $2.59M sold.

IAM Advisory first reported a position in SCHC in Q2 2021 and held it in 1 quarter. The position peaked at $2.59M in Q2 2021. 330 funds tracked by Wall St. Rank hold SCHC as of Q3 2021.

  • IAM Advisory reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 62,277 Schwab International Small-Cap Equity ETF shares in Q3 2021, an estimated $2.59M.
  • IAM Advisory first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Schwab International Small-Cap Equity ETF position peaked at $2.59M in Q2 2021.
  • 330 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.