Lenox Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Lenox Wealth 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 Q1	–	Sell	-255	Closed	-$10K	–	957
2021 Q4	$10K	Buy	255 +234	+1,114%	+$9.76K	﹤0.01%	514
2021 Q3	$1K	Buy	+21	New	+$892	﹤0.01%	690
2021 Q1	–	Sell	-5	Closed	–	–	745
2020 Q4	$0	Hold	5	–	–	﹤0.01%	660
2020 Q3	$0	Hold	5	–	–	﹤0.01%	637
2020 Q2	$0	Hold	5	–	–	﹤0.01%	763
2020 Q1	$0	Hold	5	–	–	﹤0.01%	911
2019 Q4	$0	Hold	5	–	–	﹤0.01%	805
2019 Q3	$0	Buy	+5	New	+$159	﹤0.01%	637

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

Lenox Wealth Advisors's SCHC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 255 shares — an estimated $10K sold.

Lenox Wealth Advisors first reported a position in SCHC in Q3 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 255 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $10K.
Lenox Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $10K in Q4 2021.
369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.