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Radnor Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Radnor Financial 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
Q3 		$27.5M Buy
991,936
+38,554
+4% +$1.21M 9.68% 3
2022
Q2 		$29.8M Sell
953,382
-9,326
-1% -$323K 10.25% 3
2022
Q1 		$36.6M Buy
962,708
+51,457
+6% +$1.97M 13.3% 2
2021
Q4 		$37.3M Buy
911,251
+47,470
+5% +$1.98M 13.25% 2
2021
Q3 		$35.9M Buy
863,781
+14,435
+2% +$613K 12.94% 2
2021
Q2 		$35.3M Buy
849,346
+325
+0% +$13.6K 12.73% 2
2021
Q1 		$34.8M Buy
849,021
+63,034
+8% +$2.46M 15.19% 2
2020
Q4 		$29.6M Buy
785,987
+25,415
+3% +$887K 13.75% 2
2020
Q3 		$24.7M Buy
760,572
+31,643
+4% +$1.01M 14.17% 2
2020
Q2 		$21.6M Buy
728,929
+400,798
+122% +$11.1M 12.91% 2
2020
Q1 		$8.01M Buy
+328,131
New +$10.1M 6.8% 7

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MG
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return