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Means Investment Company’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Means Investment Company’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
-174,763
Closed -$6.26M – 196
2024
Q1 		$6.26M Buy
174,763
+34,253
+24% +$1.18M 0.81% 25
2023
Q4 		$4.9M Buy
140,510
+30,605
+28% +$993K 0.71% 25
2023
Q3 		$3.54M Buy
109,905
+40,453
+58% +$1.37M 0.58% 36
2023
Q2 		$2.35M Buy
69,452
+19,183
+38% +$649K 0.37% 52
2023
Q1 		$1.69M Buy
50,269
+16,805
+50% +$561K 0.3% 64
2022
Q4 		$1.05M Buy
33,464
+13,179
+65% +$402K 0.21% 90
2022
Q3 		$563K Buy
20,285
+9,654
+91% +$304K 0.12% 104
2022
Q2 		$332K Buy
+10,631
New +$368K 0.07% 139

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

Means Investment Company's SCHC Position: Q2 2024 in Review

Means Investment Company sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 174,763 shares — an estimated $6.26M sold.

Means Investment Company first reported a position in SCHC in Q2 2022 and held it in 8 quarters. The position peaked at $6.26M in Q1 2024. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Means Investment Company reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Means Investment Company sold 174,763 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $6.26M.
  • Means Investment Company first reported a position in Schwab International Small-Cap Equity ETF in Q2 2022 and held it in 8 quarters.
  • Means Investment Company's Schwab International Small-Cap Equity ETF position peaked at $6.26M in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on Means Investment Company's 13F filing for Q2 2024, filed 19 Jul 2024.