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

Retirement Group’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
Q1 		$6.3K Hold
176
– – ﹤0.01% 532
2023
Q4 		$6.14K Hold
176
– – ﹤0.01% 504
2023
Q3 		$5.68K Hold
176
– – ﹤0.01% 478
2023
Q2 		$5.94K Hold
176
– – ﹤0.01% 488
2023
Q1 		$6K Hold
176
– – ﹤0.01% 473
2022
Q4 		$6K Hold
176
– – ﹤0.01% 423
2022
Q3 		$5K Hold
176
– – ﹤0.01% 337
2022
Q2 		$5K Hold
176
– – ﹤0.01% 536
2022
Q1 		$7K Buy
+176
New +$6.74K ﹤0.01% 514

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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

Retirement Group's SCHC Position: Q1 2024 in Review

Retirement Group held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2024 at 176 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Retirement Group first reported a position in SCHC in Q1 2022 and has held it in 9 quarters since. The position peaked at $7K in Q1 2022. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

  • Retirement Group held 176 shares of Schwab International Small-Cap Equity ETF worth $6.3K as of Q1 2024.
  • Retirement Group left its Schwab International Small-Cap Equity ETF share count unchanged in Q1 2024.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #532 holding.
  • Retirement Group first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 9 quarters since.
  • Retirement Group's Schwab International Small-Cap Equity ETF position peaked at $7K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.