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

RGT Wealth 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
2022
Q3 		$1.53M Sell
55,119
-18,543
-25% -$584K 0.24% 23
2022
Q2 		$2.3M Sell
73,662
-1,976
-3% -$68.4K 0.39% 17
2022
Q1 		$2.87M Sell
75,638
-5,462
-7% -$209K 0.46% 18
2021
Q4 		$3.32M Buy
+81,100
New +$3.38M 0.51% 14

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

RGT Wealth Advisors's SCHC Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 25% in Q3 2022, selling an estimated $584K and leaving 55,119 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #23.

RGT Wealth Advisors first reported a position in SCHC in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.32M in Q4 2021. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

  • RGT Wealth Advisors held 55,119 shares of Schwab International Small-Cap Equity ETF worth $1.53M as of Q3 2022.
  • RGT Wealth Advisors sold 18,543 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $584K.
  • Schwab International Small-Cap Equity ETF made up 0.24% of RGT Wealth Advisors's portfolio in Q3 2022, its #23 holding.
  • RGT Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $3.32M in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.