IWP
SCHC icon

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

Icon 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
2023
Q3 		– Sell
-4,072
Closed -$138K – 420
2023
Q2 		$138K Hold
4,072
– – 0.01% 359
2023
Q1 		$137K Buy
+4,072
New +$136K 0.01% 360

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ML
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Icon Wealth Partners's SCHC Position: Q3 2023 in Review

Icon Wealth Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2023, closing a stake of 4,072 shares — an estimated $138K sold.

Icon Wealth Partners first reported a position in SCHC in Q1 2023 and held it in 2 quarters. The position peaked at $138K in Q2 2023. 362 funds tracked by Wall St. Rank hold SCHC as of Q3 2023.

  • Icon Wealth Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 4,072 Schwab International Small-Cap Equity ETF shares in Q3 2023, an estimated $138K.
  • Icon Wealth Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and held it in 2 quarters.
  • Icon Wealth Partners's Schwab International Small-Cap Equity ETF position peaked at $138K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.