Leading Edge Financial Planning’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Leading Edge Financial Planning’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 Q4	–	Sell	-8,625	Closed	-$278K	–	68
2023 Q3	$278K	Sell	8,625 -829	-9%	-$28.1K	0.18%	55
2023 Q2	$319K	Sell	9,454 -3,529	-27%	-$119K	0.21%	44
2023 Q1	$438K	Buy	12,983 +173	+1%	+$5.77K	0.32%	41
2022 Q4	$403K	Buy	+12,810	New	+$390K	0.35%	40

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

Leading Edge Financial Planning's SCHC Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2023, closing a stake of 8,625 shares — an estimated $278K sold.

Leading Edge Financial Planning first reported a position in SCHC in Q4 2022 and held it in 4 quarters. The position peaked at $438K in Q1 2023. 391 funds tracked by Wall St. Rank hold SCHC as of Q4 2023.

Leading Edge Financial Planning reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
Leading Edge Financial Planning sold 8,625 Schwab International Small-Cap Equity ETF shares in Q4 2023, an estimated $278K.
Leading Edge Financial Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and held it in 4 quarters.
Leading Edge Financial Planning's Schwab International Small-Cap Equity ETF position peaked at $438K in Q1 2023.
391 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.