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Pacific Capital Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-45
Closed -$1.61K – 649
2024
Q1 		$1.61K Sell
45
-171
-79% -$5.88K ﹤0.01% 457
2023
Q4 		$7.54K Buy
+216
New +$7.01K ﹤0.01% 234
2023
Q2 		– Sell
-30,803
Closed -$1.04M – 80
2023
Q1 		$1.04M Sell
30,803
-411
-1% -$13.7K 0.27% 43
2022
Q4 		$982K Buy
31,214
+79
+0.3% +$2.41K 0.25% 51
2022
Q3 		$864K Sell
31,135
-4,019
-11% -$127K 0.24% 51
2022
Q2 		$1.1M Sell
35,154
-5,817
-14% -$201K 0.3% 48
2022
Q1 		$1.56M Sell
40,971
-2,676
-6% -$102K 0.44% 47
2021
Q4 		$1.79M Sell
43,647
-169
-0.4% -$7.05K 0.51% 44
2021
Q3 		$1.82M Sell
43,816
-3,355
-7% -$143K 0.58% 43
2021
Q2 		$1.96M Sell
47,171
-1,722
-4% -$71.9K 0.99% 30
2021
Q1 		$1.93M Buy
48,893
+1,681
+4% +$65.6K 1.07% 27
2020
Q4 		$1.78M Sell
47,212
-1,637
-3% -$57.1K 1.01% 29
2020
Q3 		$1.59M Sell
48,849
-1,284
-3% -$41K 0.94% 30
2020
Q2 		$1.48M Buy
50,133
+10,358
+26% +$286K 1.01% 29
2020
Q1 		$971K Sell
39,775
-77,531
-66% -$2.38M 0.73% 31
2019
Q4 		$4.07M Buy
+117,306
New +$3.91M 2.71% 13

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

Pacific Capital Wealth Advisors's SCHC Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 45 shares — an estimated $1.61K sold.

Pacific Capital Wealth Advisors first reported a position in SCHC in Q4 2019 and held it in 16 quarters. The position peaked at $4.07M in Q4 2019. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 45 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $1.61K.
  • Pacific Capital Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 16 quarters.
  • Pacific Capital Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $4.07M in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.