Matthew Hamilton Rosenberg’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Matthew Hamilton Rosenberg’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	-189	Closed	-$6.37K	–	988
2023 Q1	$6.37K	Hold	189	–	–	﹤0.01%	711
2022 Q4	$5.95K	Hold	189	–	–	﹤0.01%	709
2022 Q3	$5K	Hold	189	–	–	﹤0.01%	718
2022 Q2	$6K	Hold	189	–	–	﹤0.01%	690
2022 Q1	$7K	Hold	189	–	–	﹤0.01%	659
2021 Q4	$8K	Hold	189	–	–	﹤0.01%	618
2021 Q3	$8K	Buy	+189	New	+$8.03K	﹤0.01%	603

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 $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's SCHC Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2023, closing a stake of 189 shares — an estimated $6.37K sold.

Matthew Hamilton Rosenberg first reported a position in SCHC in Q3 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 189 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $6.37K.
Matthew Hamilton Rosenberg first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and held it in 7 quarters.
Matthew Hamilton Rosenberg's Schwab International Small-Cap Equity ETF position peaked at $8K in Q4 2021.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.