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Piershale Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Piershale Financial Group’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 		$6.75K Hold
200
– – ﹤0.01% 144
2023
Q1 		$6.74K Hold
200
– – 0.01% 141
2022
Q4 		$6.29K Buy
+200
New +$6.09K 0.01% 152

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 $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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Piershale Financial Group's SCHC Position: Q2 2023 in Review

Piershale Financial Group held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2023 at 200 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Piershale Financial Group first reported a position in SCHC in Q4 2022 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • Piershale Financial Group held 200 shares of Schwab International Small-Cap Equity ETF worth $6.75K as of Q2 2023.
  • Piershale Financial Group left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2023.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #144 holding.
  • Piershale Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.