Realta Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-2,201	Closed	-$78.3K	–	695
2024 Q2	$78.3K	Hold	2,201	–	–	0.02%	490
2024 Q1	$78.8K	Buy	+2,201	New	+$75.7K	0.02%	503
2023 Q4	–	Sell	-2,144	Closed	-$72.4K	–	727
2023 Q3	$72.4K	Hold	2,144	–	–	0.02%	498
2023 Q2	$72.4K	Buy	+2,144	New	+$72.5K	0.02%	525
2023 Q1	–	Sell	-2,134	Closed	-$67.1K	–	746
2022 Q4	$67.1K	Buy	2,134 +37	+2%	+$1.13K	0.02%	528
2022 Q3	$58K	Buy	+2,097	New	+$66.1K	0.02%	520
2020 Q1	–	Sell	-3,325	Closed	-$113K	–	1186
2019 Q4	$113K	Hold	3,325	–	–	0.03%	469
2019 Q3	$106K	Sell	3,325 -47	-1%	-$1.5K	0.03%	486
2019 Q2	$110K	Buy	3,372 +64	+2%	+$2.08K	0.03%	477
2019 Q1	$107K	Buy	+3,308	New	+$104K	0.05%	384

Other funds holding SCHC

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Realta Investment Advisors's SCHC Position: Q3 2024 in Review

Realta Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2024, closing a stake of 2,201 shares — an estimated $78.3K sold.

Realta Investment Advisors first reported a position in SCHC in Q1 2019 and held it in 10 quarters. The position peaked at $113K in Q4 2019. 392 funds tracked by Wall St. Rank hold SCHC as of Q3 2024.

Realta Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 2,201 Schwab International Small-Cap Equity ETF shares in Q3 2024, an estimated $78.3K.
Realta Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $113K in Q4 2019.
392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.