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Parametric Portfolio Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Parametric Portfolio Associates’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 		$1.27M Buy
33,523
+23,501
+234% +$899K ﹤0.01% 2669
2021
Q4 		$410K Buy
+10,022
New +$418K ﹤0.01% 3141
2018
Q3 		– Sell
-14,120
Closed -$509K – 3967
2018
Q2 		$509K Buy
+14,120
New +$522K ﹤0.01% 3339

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 $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CG
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

Parametric Portfolio Associates's SCHC Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 234% in Q1 2022, buying an estimated $899K and bringing the position to 33,523 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Parametric Portfolio Associates first reported a position in SCHC in Q2 2018 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold SCHC as of Q1 2022.

  • Parametric Portfolio Associates held 33,523 shares of Schwab International Small-Cap Equity ETF worth $1.27M as of Q1 2022.
  • Parametric Portfolio Associates bought 23,501 Schwab International Small-Cap Equity ETF shares in Q1 2022, an estimated $899K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2669 holding.
  • Parametric Portfolio Associates first reported a position in Schwab International Small-Cap Equity ETF in Q2 2018 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.