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Impact Partnership Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-3,075
Closed -$110K – 587
2024
Q1 		$110K Hold
3,075
– – 0.04% 246
2023
Q4 		$107K Sell
3,075
-1,193
-28% -$38.7K 0.04% 233
2023
Q3 		$138K Buy
4,268
+3,075
+258% +$104K 0.04% 247
2023
Q2 		$40.3K Buy
+1,193
New +$40.3K 0.01% 273

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Impact Partnership Wealth's SCHC Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 3,075 shares — an estimated $110K sold.

Impact Partnership Wealth first reported a position in SCHC in Q2 2023 and held it in 4 quarters. The position peaked at $138K in Q3 2023. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,075 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $110K.
  • Impact Partnership Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab International Small-Cap Equity ETF position peaked at $138K in Q3 2023.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.