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

Strategic Financial Concepts’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
Q3 		– Sell
-10,380
Closed -$284 – 631
2024
Q2 		$284 Buy
+10,380
New +$370K ﹤0.01% 688

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SC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Strategic Financial Concepts's SCHC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2024, closing a stake of 10,380 shares — an estimated $284 sold.

Strategic Financial Concepts first reported a position in SCHC in Q2 2024 and held it in 1 quarter. The position peaked at $284 in Q2 2024. 392 funds tracked by Wall St. Rank hold SCHC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,380 Schwab International Small-Cap Equity ETF shares in Q3 2024, an estimated $284.
  • Strategic Financial Concepts first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Schwab International Small-Cap Equity ETF position peaked at $284 in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.