Level Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-46	Closed	-$1.6K	–	216
2023 Q4	$1.6K	Hold	46	–	–	﹤0.01%	248
2023 Q3	$1.48K	Sell	46 -175	-79%	-$5.93K	﹤0.01%	255
2023 Q2	$7.45K	Sell	221 -53	-19%	-$1.79K	﹤0.01%	203
2023 Q1	$9.24K	Sell	274 -53	-16%	-$1.77K	0.01%	169
2022 Q4	$10K	Sell	327 -212	-39%	-$6.46K	0.01%	163
2022 Q3	$15K	Sell	539 -844	-61%	-$26.6K	0.01%	153
2022 Q2	$43K	Sell	1,383 -168	-11%	-$5.82K	0.03%	111
2022 Q1	$59K	Sell	1,551 -125	-7%	-$4.78K	0.05%	81
2021 Q4	$69K	Buy	+1,676	New	+$69.9K	0.05%	76

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Level Financial Advisors's SCHC Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 46 shares — an estimated $1.6K sold.

Level Financial Advisors first reported a position in SCHC in Q4 2021 and held it in 9 quarters. The position peaked at $69K in Q4 2021. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

Level Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 46 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $1.6K.
Level Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $69K in Q4 2021.
390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.