TCI Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-80	Closed	-$2.7K	–	1862
2023 Q1	$2.7K	Hold	80	–	–	﹤0.01%	1893
2022 Q4	$2.52K	Hold	80	–	–	﹤0.01%	1918
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	1984
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	2041
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	1914
2021 Q4	$3K	Hold	80	–	–	﹤0.01%	2031
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	2001
2021 Q2	$3K	Hold	80	–	–	﹤0.01%	1843
2021 Q1	$3K	Hold	80	–	–	﹤0.01%	1580
2020 Q4	$3K	Hold	80	–	–	﹤0.01%	1130
2020 Q3	$3K	Sell	80 -3,834	-98%	-$122K	﹤0.01%	998
2020 Q2	$116K	Hold	3,914	–	–	0.05%	195
2020 Q1	$96K	Buy	3,914 +30	+0.8%	+$922	0.05%	205
2019 Q4	$135K	Buy	3,884 +789	+25%	+$26.3K	0.05%	216
2019 Q3	$98K	Sell	3,095 -8,810	-74%	-$280K	0.04%	219
2019 Q2	$389K	Buy	11,905 +7,973	+203%	+$258K	0.18%	98
2019 Q1	$127K	Buy	3,932 +257	+7%	+$8.11K	0.06%	197
2018 Q4	$107K	Buy	+3,675	New	+$117K	0.05%	210
2018 Q3	–	Sell	-95	Closed	-$3K	–	1561
2018 Q2	$3K	Buy	+95	New	+$3.51K	﹤0.01%	966
2017 Q3	–	Sell	-264	Closed	-$9K	–	1376
2017 Q2	$9K	Buy	+264	New	+$8.64K	﹤0.01%	621
2016 Q1	–	Sell	-200	Closed	-$6K	–	1398
2015 Q4	$6K	Buy	+200	New	+$5.91K	﹤0.01%	685

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

TCI Wealth Advisors's SCHC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2023, closing a stake of 80 shares — an estimated $2.7K sold.

TCI Wealth Advisors first reported a position in SCHC in Q4 2015 and held it in 21 quarters. The position peaked at $389K in Q2 2019. 371 funds tracked by Wall St. Rank hold SCHC as of Q2 2023.

TCI Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 80 Schwab International Small-Cap Equity ETF shares in Q2 2023, an estimated $2.7K.
TCI Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and held it in 21 quarters.
TCI Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $389K in Q2 2019.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.