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Safeguard Financial’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-343
Closed -$11K – 459
2023
Q2 		$11K Buy
+343
New +$11.6K 0.01% 330

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SC
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Envestnet Asset Management
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Safeguard Financial's SCHC Position: Q3 2023 in Review

Safeguard Financial sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2023, closing a stake of 343 shares — an estimated $11K sold.

Safeguard Financial first reported a position in SCHC in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 362 funds tracked by Wall St. Rank hold SCHC as of Q3 2023.

  • Safeguard Financial reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 343 Schwab International Small-Cap Equity ETF shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in Schwab International Small-Cap Equity ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Schwab International Small-Cap Equity ETF position peaked at $11K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.