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Sheaff Brock Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sheaff Brock Investment 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 		– Sell
-5,000
Closed -$208K – 580
2021
Q3 		$208K Sell
5,000
-1,300
-21% -$55.2K 0.02% 484
2021
Q2 		$262K Hold
6,300
– – 0.02% 400
2021
Q1 		$249K Sell
6,300
-843
-12% -$32.9K 0.02% 397
2020
Q4 		$269K Buy
+7,143
New +$249K 0.02% 357
2020
Q3 		– Sell
-10,143
Closed -$300K – 495
2020
Q2 		$300K Hold
10,143
– – 0.03% 301
2020
Q1 		$247K Hold
10,143
– – 0.03% 299
2019
Q4 		$351K Hold
10,143
– – 0.03% 303
2019
Q3 		$323K Buy
10,143
+300
+3% +$9.55K 0.03% 322
2019
Q2 		$321K Hold
9,843
– – 0.03% 325
2019
Q1 		$317K Hold
9,843
– – 0.04% 329
2018
Q4 		$286K Buy
9,843
+200
+2% +$6.37K 0.05% 328
2018
Q3 		$344K Hold
9,643
– – 0.03% 331
2018
Q2 		$348K Buy
9,643
+300
+3% +$11.1K 0.03% 330
2018
Q1 		$341K Buy
9,343
+1,400
+18% +$52K 0.04% 330
2017
Q4 		$291K Buy
7,943
+800
+11% +$29K 0.04% 358
2017
Q3 		$256K Buy
7,143
+500
+8% +$17.3K 0.03% 401
2017
Q2 		$223K Buy
6,643
+243
+4% +$7.95K 0.03% 478
2017
Q1 		$201K Buy
+6,400
New +$195K 0.03% 513

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 $10B AUM 15.14% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Sheaff Brock Investment Advisors's SCHC Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021, closing a stake of 5,000 shares — an estimated $208K sold.

Sheaff Brock Investment Advisors first reported a position in SCHC in Q1 2017 and held it in 18 quarters. The position peaked at $351K in Q4 2019. 367 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,000 Schwab International Small-Cap Equity ETF shares in Q4 2021, an estimated $208K.
  • Sheaff Brock Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2017 and held it in 18 quarters.
  • Sheaff Brock Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $351K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.