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

Total Clarity 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
-1,310
Closed -$41K – 828
2022
Q2 		$41K Buy
+1,310
New +$45.4K 0.02% 441

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Total Clarity Wealth Management's SCHC Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 1,310 shares — an estimated $41K sold.

Total Clarity Wealth Management first reported a position in SCHC in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,310 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $41K.
  • Total Clarity Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $41K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.