Janney Montgomery Scott’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-7,971	Closed	-$251K	–	2679
2022 Q4	$251K	Buy	+7,971	New	+$243K	﹤0.01%	2240
2020 Q3	–	Sell	-11,461	Closed	-$339K	–	2129
2020 Q2	$339K	Sell	11,461 -3,917	-25%	-$108K	﹤0.01%	1561
2020 Q1	$375K	Buy	15,378 +8,335	+118%	+$256K	﹤0.01%	1373
2019 Q4	$244K	Hold	7,043	–	–	﹤0.01%	1815
2019 Q3	$224K	Buy	+7,043	New	+$224K	﹤0.01%	1836

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Janney Montgomery Scott's SCHC Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 7,971 shares — an estimated $251K sold.

Janney Montgomery Scott first reported a position in SCHC in Q3 2019 and held it in 5 quarters. The position peaked at $375K in Q1 2020. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

Janney Montgomery Scott reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 7,971 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $251K.
Janney Montgomery Scott first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 5 quarters.
Janney Montgomery Scott's Schwab International Small-Cap Equity ETF position peaked at $375K in Q1 2020.
373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.