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REDW Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

REDW Wealth’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 		– Sell
-11,868
Closed -$329K – 139
2022
Q3 		$329K Hold
11,868
– – 0.13% 84
2022
Q2 		$371K Hold
11,868
– – 0.14% 77
2022
Q1 		$451K Hold
11,868
– – 0.13% 70
2021
Q4 		$486K Hold
11,868
– – 0.14% 66
2021
Q3 		$493K Hold
11,868
– – 0.16% 64
2021
Q2 		$494K Hold
11,868
– – 0.16% 64
2021
Q1 		$468K Hold
11,868
– – 0.16% 62
2020
Q4 		$447K Sell
11,868
-62
-0.5% -$2.17K 0.17% 58
2020
Q3 		$388K Hold
11,930
– – 0.16% 54
2020
Q2 		$353K Buy
+11,930
New +$330K 0.17% 52

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 $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

REDW Wealth's SCHC Position: Q4 2022 in Review

REDW Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2022, closing a stake of 11,868 shares — an estimated $329K sold.

REDW Wealth first reported a position in SCHC in Q2 2020 and held it in 10 quarters. The position peaked at $494K in Q2 2021. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

  • REDW Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • REDW Wealth sold 11,868 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $329K.
  • REDW Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q2 2020 and held it in 10 quarters.
  • REDW Wealth's Schwab International Small-Cap Equity ETF position peaked at $494K in Q2 2021.
  • 371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

Based on REDW Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.