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Planned Solutions’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Planned Solutions’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
Q4 		– Sell
-39
Closed -$1.5K – 531
2024
Q3 		$1.5K Buy
+39
New +$1.44K ﹤0.01% 567
2024
Q1 		– Sell
-25
Closed -$872 – 458
2023
Q4 		$872 Buy
+25
New +$811 ﹤0.01% 539

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Planned Solutions's SCHC Position: Q4 2024 in Review

Planned Solutions sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 39 shares — an estimated $1.5K sold.

Planned Solutions first reported a position in SCHC in Q4 2023 and held it in 2 quarters. The position peaked at $1.5K in Q3 2024. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Planned Solutions reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 39 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $1.5K.
  • Planned Solutions first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Schwab International Small-Cap Equity ETF position peaked at $1.5K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.