Kelly Financial Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Kelly Financial Services’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 Q2	–	Sell	-5	Closed	-$205	–	707
2022 Q1	$205	Hold	5	–	–	﹤0.01%	641
2021 Q4	$220	Hold	5	–	–	﹤0.01%	654
2021 Q3	$218	Sell	5 -213	-98%	-$9.05K	﹤0.01%	624
2021 Q2	$5K	Buy	218 +213	+4,260%	+$8.89K	﹤0.01%	617
2021 Q1	$206	Hold	5	–	–	﹤0.01%	615
2020 Q4	$197	Hold	5	–	–	﹤0.01%	572
2020 Q3	$167	Hold	5	–	–	﹤0.01%	557
2020 Q2	$152	Hold	5	–	–	﹤0.01%	575
2020 Q1	$125	Hold	5	–	–	﹤0.01%	550
2019 Q4	$178	Hold	5	–	–	﹤0.01%	531
2019 Q3	$159	Buy	+5	New	+$159	﹤0.01%	523

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Kelly Financial Services's SCHC Position: Q2 2022 in Review

Kelly Financial Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 5 shares — an estimated $205 sold.

Kelly Financial Services first reported a position in SCHC in Q3 2019 and held it in 11 quarters. The position peaked at $5K in Q2 2021. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

Kelly Financial Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 5 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $205.
Kelly Financial Services first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 11 quarters.
Kelly Financial Services's Schwab International Small-Cap Equity ETF position peaked at $5K in Q2 2021.
355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.