SAM
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SignalPoint Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

SignalPoint Asset Management’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
Q4 		$381K Sell
11,093
-1,598
-13% -$58.2K 0.09% 163
2024
Q3 		$490K Sell
12,691
-417
-3% -$15.4K 0.11% 156
2024
Q2 		$466K Buy
13,108
+15
+0.1% +$535 0.12% 156
2024
Q1 		$469K Sell
13,093
-74
-0.6% -$2.54K 0.13% 148
2023
Q4 		$459K Sell
13,167
-61
-0.5% -$1.98K 0.14% 139
2023
Q3 		$427K Sell
13,228
-32
-0.2% -$1.08K 0.14% 137
2023
Q2 		$448K Sell
13,260
-93
-0.7% -$3.15K 0.14% 139
2023
Q1 		$450K Sell
13,353
-577
-4% -$19.3K 0.14% 137
2022
Q4 		$438K Buy
13,930
+751
+6% +$22.9K 0.15% 135
2022
Q3 		$365K Sell
13,179
-428
-3% -$13.5K 0.14% 141
2022
Q2 		$424K Buy
13,607
+1,433
+12% +$49.6K 0.16% 133
2022
Q1 		$462K Buy
12,174
+678
+6% +$25.9K 0.15% 130
2021
Q4 		$470K Sell
11,496
-173
-1% -$7.21K 0.14% 136
2021
Q3 		$484K Sell
11,669
-860
-7% -$36.5K 0.15% 133
2021
Q2 		$521K Sell
12,529
-526
-4% -$22K 0.17% 127
2021
Q1 		$515K Buy
+13,055
New +$509K 0.18% 115

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return