Sugarloaf Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sugarloaf Wealth 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
2022 Q3	–	Sell	-459	Closed	-$14K	–	876
2022 Q2	$14K	Hold	459	–	–	﹤0.01%	473
2022 Q1	$17K	Hold	459	–	–	﹤0.01%	430
2021 Q4	$19K	Hold	459	–	–	﹤0.01%	437
2021 Q3	$19K	Hold	459	–	–	0.01%	434
2021 Q2	$19K	Sell	459 -1,558	-77%	-$65K	0.01%	425
2021 Q1	$18	Buy	2,017 +1,558	+339%	+$60.8K	0.01%	429
2020 Q4	$17K	Hold	459	–	–	0.01%	413
2020 Q3	$15K	Hold	459	–	–	0.01%	404
2020 Q2	$14K	Hold	459	–	–	0.01%	409
2020 Q1	$11K	Hold	459	–	–	﹤0.01%	422
2019 Q4	$16K	Buy	+459	New	+$15.3K	0.01%	402

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Sugarloaf Wealth Management's SCHC Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 459 shares — an estimated $14K sold.

Sugarloaf Wealth Management first reported a position in SCHC in Q4 2019 and held it in 11 quarters. The position peaked at $19K in Q4 2021. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

Sugarloaf Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 459 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $14K.
Sugarloaf Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 11 quarters.
Sugarloaf Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $19K in Q4 2021.
326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.