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Latigo Investments’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Latigo Investments’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
-55,000
Closed -$2.12M – 19
2024
Q3 		$2.12M Sell
55,000
-52,467
-49% -$1.93M 1.04% 19
2024
Q2 		$3.82M Hold
107,467
– – 1.96% 18
2024
Q1 		$3.85M Hold
107,467
– – 1.97% 17
2023
Q4 		$3.75M Hold
107,467
– – 2.07% 17
2023
Q3 		$3.47M Hold
107,467
– – 2.11% 17
2023
Q2 		$3.63M Hold
107,467
– – 2.23% 16
2023
Q1 		$3.62M Hold
107,467
– – 2.6% 14
2022
Q4 		$3.38M Hold
107,467
– – 2.58% 14
2022
Q3 		$2.98M Buy
107,467
+23,467
+28% +$739K 2.51% 14
2022
Q2 		$2.62M Buy
+84,000
New +$2.91M 2.18% 15

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Latigo Investments's SCHC Position: Q4 2024 in Review

Latigo Investments sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 55,000 shares — an estimated $2.12M sold.

Latigo Investments first reported a position in SCHC in Q2 2022 and held it in 10 quarters. The position peaked at $3.85M in Q1 2024. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Latigo Investments reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Latigo Investments sold 55,000 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $2.12M.
  • Latigo Investments first reported a position in Schwab International Small-Cap Equity ETF in Q2 2022 and held it in 10 quarters.
  • Latigo Investments's Schwab International Small-Cap Equity ETF position peaked at $3.85M in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Latigo Investments's 13F filing for Q4 2024, filed 6 Feb 2025.