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

Reilly 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
2021
Q4 		$5K Buy
+118
New +$4.92K ﹤0.01% 848
2018
Q4 		– Sell
-31
Closed -$1K – 1009
2018
Q3 		$1K Buy
+31
New +$1.11K ﹤0.01% 981

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Reilly Financial Advisors's SCHC Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021: 118 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in SCHC as recently as Q3 2018.

Reilly Financial Advisors first reported a position in SCHC in Q3 2018 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

  • Reilly Financial Advisors held 118 shares of Schwab International Small-Cap Equity ETF worth $5K as of Q4 2021.
  • Schwab International Small-Cap Equity ETF was a new Reilly Financial Advisors position in Q4 2021.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #848 holding.
  • Reilly Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2018 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.