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New England Capital Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-632
Closed -$21.3K – 429
2023
Q1 		$21.3K Hold
632
– – 0.02% 175
2022
Q4 		$21.5K Buy
+632
New +$19.3K 0.02% 177

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

New England Capital Financial Advisors's SCHC Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2023, closing a stake of 632 shares — an estimated $21.3K sold.

New England Capital Financial Advisors first reported a position in SCHC in Q4 2022 and held it in 2 quarters. The position peaked at $21.5K in Q4 2022. 371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 632 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $21.3K.
  • New England Capital Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $21.5K in Q4 2022.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.