Keystone Financial Group (Kentucky)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-4,893	Closed	-$200K	–	312
2021 Q4	$200K	Sell	4,893 -369	-7%	-$15.4K	0.03%	293
2021 Q3	$218K	Hold	5,262	–	–	0.04%	268
2021 Q2	$219K	Buy	5,262 +13	+0.2%	+$543	0.04%	274
2021 Q1	$207K	Buy	+5,249	New	+$205K	0.04%	270

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

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

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

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

RFA

Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SCHC Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 4,893 shares — an estimated $200K sold.

Keystone Financial Group (Kentucky) first reported a position in SCHC in Q1 2021 and held it in 4 quarters. The position peaked at $219K in Q2 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

Keystone Financial Group (Kentucky) reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 4,893 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $200K.
Keystone Financial Group (Kentucky) first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and held it in 4 quarters.
Keystone Financial Group (Kentucky)'s Schwab International Small-Cap Equity ETF position peaked at $219K in Q2 2021.
369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.