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MACRO Consulting Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

MACRO Consulting Group’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
2021
Q2 		$383K Buy
9,317
+291
+3% +$12.1K 0.2% 75
2021
Q1 		$356K Sell
9,026
-34
-0.4% -$1.33K 0.19% 79
2020
Q4 		$345K Buy
9,060
+94
+1% +$3.28K 0.2% 66
2020
Q3 		$293K Buy
8,966
+583
+7% +$18.6K 0.19% 67
2020
Q2 		$249K Buy
+8,383
New +$232K 0.17% 73

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MACRO Consulting Group's SCHC Position: Q2 2021 in Review

MACRO Consulting Group increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.2% in Q2 2021, buying an estimated $12.1K and bringing the position to 9,317 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #75.

MACRO Consulting Group first reported a position in SCHC in Q2 2020 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold SCHC as of Q2 2021.

  • MACRO Consulting Group held 9,317 shares of Schwab International Small-Cap Equity ETF worth $383K as of Q2 2021.
  • MACRO Consulting Group bought 291 Schwab International Small-Cap Equity ETF shares in Q2 2021, an estimated $12.1K.
  • Schwab International Small-Cap Equity ETF made up 0.2% of MACRO Consulting Group's portfolio in Q2 2021, its #75 holding.
  • MACRO Consulting Group first reported a position in Schwab International Small-Cap Equity ETF in Q2 2020 and has held it in 5 quarters since.
  • 315 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.