Mountain Capital Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Mountain Capital Investment 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 Q1	–	Sell	-5,744	Closed	-$232K	–	112
2021 Q4	$232K	Sell	5,744 -90,061	-94%	-$3.76M	0.11%	113
2021 Q3	$3.97M	Sell	95,805 -81,558	-46%	-$3.46M	2.1%	9
2021 Q2	$7.33M	Buy	177,363 +161,238	+1,000%	+$6.73M	3.38%	7
2021 Q1	$661K	Buy	16,125 +10,825	+204%	+$422K	0.33%	103
2020 Q4	$202K	Buy	+5,300	New	+$185K	0.12%	133
2018 Q3	–	Sell	-130,855	Closed	-$4.72M	–	49
2018 Q2	$4.72M	Buy	130,855 +1,581	+1%	+$58.4K	4.61%	6
2018 Q1	$4.72M	Buy	129,274 +76,447	+145%	+$2.84M	5.12%	7
2017 Q4	$1.94M	Buy	52,827 +44,986	+574%	+$1.63M	1.87%	12
2017 Q3	$281K	Buy	+7,841	New	+$272K	0.25%	26

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

RFA

Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHC Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2022, closing a stake of 5,744 shares — an estimated $232K sold.

Mountain Capital Investment Advisors first reported a position in SCHC in Q3 2017 and held it in 9 quarters. The position peaked at $7.33M in Q2 2021. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

Mountain Capital Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 5,744 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $232K.
Mountain Capital Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2017 and held it in 9 quarters.
Mountain Capital Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $7.33M in Q2 2021.
369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.