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Relaxing Retirement Coach’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$1.47M Buy
43,670
+7,991
+22% +$270K 0.44% 27
2023
Q1 		$1.2M Hold
35,679
– – 0.4% 33
2022
Q4 		$1.12M Sell
35,679
-3,362
-9% -$102K 0.42% 34
2022
Q3 		$1.08M Sell
39,041
-5,443
-12% -$171K 0.51% 30
2022
Q2 		$1.39M Sell
44,484
-865
-2% -$30K 0.7% 24
2022
Q1 		$1.72M Sell
45,349
-1,329
-3% -$50.9K 0.88% 21
2021
Q4 		$1.91M Sell
46,678
-272
-0.6% -$11.3K 1.1% 22
2021
Q3 		$1.95M Sell
46,950
-4,126
-8% -$175K 1.6% 20
2021
Q2 		$2.13M Sell
51,076
-1,775
-3% -$74.1K 1.81% 19
2021
Q1 		$2.08M Sell
52,851
-24,881
-32% -$970K 2.38% 15
2020
Q4 		$2.93M Sell
77,732
-158,482
-67% -$5.53M 3.2% 11
2020
Q3 		$7.69M Buy
236,214
+60,743
+35% +$1.94M 3.36% 9
2020
Q2 		$5.19M Sell
175,471
-65,069
-27% -$1.8M 3.65% 8
2020
Q1 		$5.88M Sell
240,540
-173,049
-42% -$5.32M 3.62% 9
2019
Q4 		$14.3M Buy
413,589
+2,542
+0.6% +$84.8K 4.19% 7
2019
Q3 		$13.1M Buy
411,047
+944
+0.2% +$30K 4.04% 7
2019
Q2 		$13.4M Buy
410,103
+2,509
+0.6% +$81.3K 4.09% 7
2019
Q1 		$13.1M Sell
407,594
-13,969
-3% -$441K 4.1% 7
2018
Q4 		$12.3M Sell
421,563
-20,654
-5% -$658K 4.16% 7
2018
Q3 		$15.8M Sell
442,217
-54,336
-11% -$1.94M 4.73% 4
2018
Q2 		$17.9M Sell
496,553
-46,195
-9% -$1.71M 5.53% 3
2018
Q1 		$19.8M Buy
542,748
+138,832
+34% +$5.16M 6.26% 1
2017
Q4 		$14.8M Buy
+403,916
New +$14.6M 4.81% 5

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Relaxing Retirement Coach's SCHC Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 22% in Q2 2023, buying an estimated $270K and bringing the position to 43,670 shares worth $1.47M. The position accounts for 0.44% of the portfolio, ranked #27.

Relaxing Retirement Coach first reported a position in SCHC in Q4 2017 and has held it in 23 quarters since. The position peaked at $19.8M in Q1 2018. 373 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

  • Relaxing Retirement Coach held 43,670 shares of Schwab International Small-Cap Equity ETF worth $1.47M as of Q2 2023.
  • Relaxing Retirement Coach bought 7,991 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $270K.
  • Schwab International Small-Cap Equity ETF made up 0.44% of Relaxing Retirement Coach's portfolio in Q2 2023, its #27 holding.
  • Relaxing Retirement Coach first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab International Small-Cap Equity ETF position peaked at $19.8M in Q1 2018.
  • 373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.