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

Lindenwold 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
Q2 		– Sell
-9,985
Closed -$357K – 117
2024
Q1 		$357K Sell
9,985
-5,265
-35% -$181K 0.19% 87
2023
Q4 		$532K Buy
+15,250
New +$495K 0.3% 64
2023
Q1 		– Sell
-9,030
Closed -$284K – 115
2022
Q4 		$284K Buy
+9,030
New +$275K 0.19% 97

Other funds holding SCHC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lindenwold Advisors's SCHC Position: Q2 2024 in Review

Lindenwold Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 9,985 shares — an estimated $357K sold.

Lindenwold Advisors first reported a position in SCHC in Q4 2022 and held it in 3 quarters. The position peaked at $532K in Q4 2023. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Lindenwold Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 9,985 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $357K.
  • Lindenwold Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and held it in 3 quarters.
  • Lindenwold Advisors's Schwab International Small-Cap Equity ETF position peaked at $532K in Q4 2023.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on Lindenwold Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.