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

Personal Capital 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
Q4 		$222K Buy
+7,066
New +$215K ﹤0.01% 444
2022
Q3 		– Sell
-7,076
Closed -$221K – 470
2022
Q2 		$221K Buy
7,076
+905
+15% +$31.3K ﹤0.01% 414
2022
Q1 		$234K Sell
6,171
-1,739
-22% -$66.6K ﹤0.01% 448
2021
Q4 		$322K Buy
7,910
+2,529
+47% +$105K ﹤0.01% 423
2021
Q3 		$223K Buy
+5,381
New +$229K ﹤0.01% 467

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Personal Capital Advisors's SCHC Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022: 7,066 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in SCHC as recently as Q2 2022.

Personal Capital Advisors first reported a position in SCHC in Q3 2021 and has held it in 5 quarters since. The position peaked at $322K in Q4 2021. 373 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

  • Personal Capital Advisors held 7,066 shares of Schwab International Small-Cap Equity ETF worth $222K as of Q4 2022.
  • Schwab International Small-Cap Equity ETF was a new Personal Capital Advisors position in Q4 2022.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #444 holding.
  • Personal Capital Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and has held it in 5 quarters since.
  • Personal Capital Advisors's Schwab International Small-Cap Equity ETF position peaked at $322K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.