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Intercontinental Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$589K Buy
17,452
+86
+0.5% +$2.91K 0.14% 166
2023
Q1 		$585K Hold
17,366
– – 0.15% 160
2022
Q4 		$547K Buy
+17,366
New +$529K 0.16% 146

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Intercontinental Wealth Advisors's SCHC Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.5% in Q2 2023, buying an estimated $2.91K and bringing the position to 17,452 shares worth $589K. The position accounts for 0.14% of the portfolio, ranked #166.

Intercontinental Wealth Advisors first reported a position in SCHC in Q4 2022 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • Intercontinental Wealth Advisors held 17,452 shares of Schwab International Small-Cap Equity ETF worth $589K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 86 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $2.91K.
  • Schwab International Small-Cap Equity ETF made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #166 holding.
  • Intercontinental Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.