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Studio Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Studio Investment 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
Q1 		– Sell
-20
Closed -$698 – 276
2023
Q4 		$698 Hold
20
– – ﹤0.01% 238
2023
Q3 		$645 Sell
20
-464
-96% -$15.7K ﹤0.01% 227
2023
Q2 		$16.3K Hold
484
– – ﹤0.01% 191
2023
Q1 		$16.3K Sell
484
-1,814
-79% -$60.5K ﹤0.01% 182
2022
Q4 		$72.3K Buy
2,298
+151
+7% +$4.6K 0.02% 130
2022
Q3 		$59.6K Buy
2,147
+127
+6% +$4K 0.02% 133
2022
Q2 		$63K Sell
2,020
-54,164
-96% -$1.88M 0.02% 135
2022
Q1 		$2.13M Buy
56,184
+8,808
+19% +$337K 0.7% 51
2021
Q4 		$1.94M Buy
47,376
+12,699
+37% +$530K 0.7% 54
2021
Q3 		$1.44M Buy
+34,677
New +$1.47M 0.62% 48

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
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
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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return