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Liberty Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Liberty Wealth Management’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
Q2 		– Sell
-23,640
Closed -$799K – 223
2023
Q1 		$799K Buy
+23,640
New +$789K 0.16% 81
2021
Q4 		– Sell
-112
Closed -$5K – 913
2021
Q3 		$5K Buy
+112
New +$4.76K ﹤0.01% 954
2020
Q3 		– Sell
-115
Closed -$3K – 940
2020
Q2 		$3K Buy
+115
New +$3.18K ﹤0.01% 704

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Liberty Wealth Management's SCHC Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2023, closing a stake of 23,640 shares — an estimated $799K sold.

Liberty Wealth Management first reported a position in SCHC in Q2 2020 and held it in 3 quarters. The position peaked at $799K in Q1 2023. 371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • Liberty Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 23,640 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $799K.
  • Liberty Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $799K in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.