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

Sterling Financial Planning’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
-1,390
Closed -$58K – 332
2021
Q3 		$58K Hold
1,390
– – 0.04% 171
2021
Q2 		$58K Hold
1,390
– – 0.04% 160
2021
Q1 		$55K Hold
1,390
– – 0.04% 147
2020
Q4 		$52K Buy
+1,390
New +$48.5K 0.04% 140

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

Sterling Financial Planning's SCHC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021, closing a stake of 1,390 shares — an estimated $58K sold.

Sterling Financial Planning first reported a position in SCHC in Q4 2020 and held it in 4 quarters. The position peaked at $58K in Q3 2021. 367 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,390 Schwab International Small-Cap Equity ETF shares in Q4 2021, an estimated $58K.
  • Sterling Financial Planning first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Schwab International Small-Cap Equity ETF position peaked at $58K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.