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TAP Consulting’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

TAP Consulting’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
Q4 		$2.32M Buy
67,441
+2,515
+4% +$91.6K 0.47% 61
2024
Q3 		$2.5M Buy
64,926
+149
+0.2% +$5.49K 0.49% 60
2024
Q2 		$2.3M Buy
64,777
+6,727
+12% +$240K 0.49% 62
2024
Q1 		$2.08M Sell
58,050
-3,810
-6% -$131K 0.46% 63
2023
Q4 		$2.16M Sell
61,860
-8,799
-12% -$285K 0.52% 50
2023
Q3 		$2.28M Sell
70,659
-141
-0.2% -$4.78K 0.59% 51
2023
Q2 		$2.39M Sell
70,800
-2,524
-3% -$85.4K 0.59% 50
2023
Q1 		$2.47M Buy
73,324
+26,848
+58% +$896K 0.61% 45
2022
Q4 		$1.46M Sell
46,476
-55,827
-55% -$1.7M 0.38% 62
2022
Q3 		$2.84M Buy
102,303
+11,572
+13% +$365K 0.76% 38
2022
Q2 		$2.83M Buy
90,731
+12,107
+15% +$419K 0.79% 41
2022
Q1 		$2.98M Buy
78,624
+15,050
+24% +$576K 0.78% 40
2021
Q4 		$2.6M Buy
63,574
+8,754
+16% +$365K 0.59% 50
2021
Q3 		$2.28M Buy
54,820
+8,860
+19% +$376K 0.61% 49
2021
Q2 		$1.91M Buy
45,960
+95
+0.2% +$3.96K 0.54% 51
2021
Q1 		$1.81M Buy
+45,865
New +$1.79M 0.56% 51

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

TAP Consulting's SCHC Position: Q4 2024 in Review

TAP Consulting increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.9% in Q4 2024, buying an estimated $91.6K and bringing the position to 67,441 shares worth $2.32M. The position accounts for 0.47% of the portfolio, ranked #61.

TAP Consulting first reported a position in SCHC in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.98M in Q1 2022. 423 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • TAP Consulting held 67,441 shares of Schwab International Small-Cap Equity ETF worth $2.32M as of Q4 2024.
  • TAP Consulting bought 2,515 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $91.6K.
  • Schwab International Small-Cap Equity ETF made up 0.47% of TAP Consulting's portfolio in Q4 2024, its #61 holding.
  • TAP Consulting first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and has held it in 16 quarters since.
  • TAP Consulting's Schwab International Small-Cap Equity ETF position peaked at $2.98M in Q1 2022.
  • 423 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.