Patriot Financial Group Insurance Agency’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-105	Closed	-$3K	–	1660
2022 Q2	$3K	Buy	105 +28	+36%	+$970	﹤0.01%	1679
2022 Q1	$3K	Hold	77	–	–	﹤0.01%	1794
2021 Q4	$3K	Buy	77 +2	+3%	+$83	﹤0.01%	1881
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	1871
2021 Q2	$3K	Buy	+75	New	+$3.13K	﹤0.01%	1808

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 $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 105 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHC in Q2 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 105 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Schwab International Small-Cap Equity ETF position peaked at $3K in Q2 2022.
326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.