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Lindbrook Capital’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Lindbrook Capital’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
-19
Closed -$663 – 2742
2023
Q4 		$663 Hold
19
– – ﹤0.01% 2544
2023
Q3 		$613 Hold
19
– – ﹤0.01% 2495
2023
Q2 		$642 Hold
19
– – ﹤0.01% 2457
2023
Q1 		$640 Hold
19
– – ﹤0.01% 2559
2022
Q4 		$598 Hold
19
– – ﹤0.01% 2557
2022
Q3 		$1K Buy
+19
New +$598 ﹤0.01% 2473

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Lindbrook Capital's SCHC Position: Q1 2024 in Review

Lindbrook Capital sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 19 shares — an estimated $663 sold.

Lindbrook Capital first reported a position in SCHC in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

  • Lindbrook Capital reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 19 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $663.
  • Lindbrook Capital first reported a position in Schwab International Small-Cap Equity ETF in Q3 2022 and held it in 6 quarters.
  • Lindbrook Capital's Schwab International Small-Cap Equity ETF position peaked at $1K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.