JNBA Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

JNBA Financial 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
2022 Q4	–	Sell	-32	Closed	-$1K	–	697
2022 Q3	$1K	Sell	32 -19	-37%	-$598	﹤0.01%	658
2022 Q2	$2K	Buy	51 +19	+59%	+$658	﹤0.01%	663
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	684
2021 Q4	$1K	Buy	+32	New	+$1.33K	﹤0.01%	800
2016 Q4	–	Sell	-1,003	Closed	-$31K	–	1179
2016 Q3	$31K	Buy	+1,003	New	+$30.2K	﹤0.01%	673

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JNBA Financial Advisors's SCHC Position: Q4 2022 in Review

JNBA Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in SCHC in Q3 2016 and held it in 5 quarters. The position peaked at $31K in Q3 2016. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

JNBA Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
JNBA Financial Advisors sold 32 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $1K.
JNBA Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2016 and held it in 5 quarters.
JNBA Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $31K in Q3 2016.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.