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Jaffetilchin Investment Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-236
Closed -$9.09K – 1121
2024
Q3 		$9.09K Buy
+236
New +$8.69K ﹤0.01% 921

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SAG
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Envestnet Asset Management
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State Street
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Creative Planning
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jaffetilchin Investment Partners's SCHC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 236 shares — an estimated $9.09K sold.

Jaffetilchin Investment Partners first reported a position in SCHC in Q3 2024 and held it in 1 quarter. The position peaked at $9.09K in Q3 2024. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 236 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $9.09K.
  • Jaffetilchin Investment Partners first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Schwab International Small-Cap Equity ETF position peaked at $9.09K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.