Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-146	Closed	-$4K	–	600
2022 Q3	$4K	Hold	146	–	–	﹤0.01%	561
2022 Q2	$5K	Sell	146 -14	-9%	-$485	﹤0.01%	578
2022 Q1	$6K	Buy	+160	New	+$6.12K	﹤0.01%	580
2019 Q4	–	Sell	-396	Closed	-$13K	–	709
2019 Q3	$13K	Buy	+396	New	+$12.6K	﹤0.01%	551

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 $202B AUM 37.79% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHC Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 146 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHC in Q3 2019 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 372 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 146 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2019 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Schwab International Small-Cap Equity ETF position peaked at $13K in Q3 2019.
372 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.