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

SOA 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
2024
Q2 		– Sell
-35
Closed -$1.25K – 907
2024
Q1 		$1.25K Hold
35
– – ﹤0.01% 749
2023
Q4 		$1.22K Hold
35
– – ﹤0.01% 741
2023
Q3 		$1.13K Hold
35
– – ﹤0.01% 763
2023
Q2 		$1.18K Hold
35
– – ﹤0.01% 771
2023
Q1 		$1.18K Hold
35
– – ﹤0.01% 779
2022
Q4 		$1.1K Hold
35
– – ﹤0.01% 788
2022
Q3 		$0 Hold
35
– – ﹤0.01% 972
2022
Q2 		$1K Hold
35
– – ﹤0.01% 782
2022
Q1 		$1K Buy
+35
New +$1.34K ﹤0.01% 870

Other funds holding SCHC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SOA Wealth Advisors's SCHC Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2024, closing a stake of 35 shares — an estimated $1.25K sold.

SOA Wealth Advisors first reported a position in SCHC in Q1 2022 and held it in 9 quarters. The position peaked at $1.25K in Q1 2024. 383 funds tracked by Wall St. Rank hold SCHC as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 35 Schwab International Small-Cap Equity ETF shares in Q2 2024, an estimated $1.25K.
  • SOA Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 9 quarters.
  • SOA Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $1.25K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.