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

Tradition 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
2024 Q1	–	Sell	-700	Closed	-$24K	–	1030
2023 Q4	$24K	Hold	700	–	–	﹤0.01%	793
2023 Q3	$23K	Hold	700	–	–	﹤0.01%	810
2023 Q2	$24K	Sell	700 -105	-13%	-$3.55K	﹤0.01%	831
2023 Q1	$27K	Hold	805	–	–	﹤0.01%	765
2022 Q4	$25K	Buy	805 +2	+0.2%	+$61	﹤0.01%	702
2022 Q3	$22K	Hold	803	–	–	﹤0.01%	730
2022 Q2	$25K	Hold	803	–	–	﹤0.01%	603
2022 Q1	$30K	Sell	803 -116	-13%	-$4.44K	﹤0.01%	632
2021 Q4	$38K	Buy	919 +118	+15%	+$4.92K	﹤0.01%	597
2021 Q3	$33K	Hold	801	–	–	﹤0.01%	622
2021 Q2	$33K	Buy	801 +1	+0.1%	+$42	﹤0.01%	643
2021 Q1	$32K	Buy	800 +100	+14%	+$3.9K	0.01%	537
2020 Q4	$26K	Buy	+700	New	+$24.4K	0.01%	536

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Tradition Wealth Management's SCHC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 700 shares — an estimated $24K sold.

Tradition Wealth Management first reported a position in SCHC in Q4 2020 and held it in 13 quarters. The position peaked at $38K in Q4 2021. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

Tradition Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 700 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $24K.
Tradition Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $38K in Q4 2021.
390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.