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Moran Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-5,926
Closed -$211K – 421
2024
Q2 		$211K Sell
5,926
-13,333
-69% -$475K 0.01% 382
2024
Q1 		$689K Buy
19,259
+4,711
+32% +$162K 0.02% 314
2023
Q4 		$508K Buy
14,548
+982
+7% +$31.9K 0.02% 338
2023
Q3 		$438K Buy
13,566
+2,468
+22% +$83.6K 0.02% 315
2023
Q2 		$375K Buy
11,098
+1,566
+16% +$53K 0.01% 324
2023
Q1 		$321K Buy
+9,532
New +$318K 0.01% 325

Other funds holding SCHC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Moran Wealth Management's SCHC Position: Q3 2024 in Review

Moran Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2024, closing a stake of 5,926 shares — an estimated $211K sold.

Moran Wealth Management first reported a position in SCHC in Q1 2023 and held it in 6 quarters. The position peaked at $689K in Q1 2024. 392 funds tracked by Wall St. Rank hold SCHC as of Q3 2024.

  • Moran Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 5,926 Schwab International Small-Cap Equity ETF shares in Q3 2024, an estimated $211K.
  • Moran Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and held it in 6 quarters.
  • Moran Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $689K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.