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WealthPLAN Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-2,069
Closed -$69.9K – 994
2023
Q2 		$69.9K Buy
2,069
+194
+10% +$6.56K 0.01% 451
2023
Q1 		$63.2K Buy
+1,875
New +$62.6K 0.01% 512

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ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
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WealthPLAN Partners's SCHC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2023, closing a stake of 2,069 shares — an estimated $69.9K sold.

WealthPLAN Partners first reported a position in SCHC in Q1 2023 and held it in 2 quarters. The position peaked at $69.9K in Q2 2023. 364 funds tracked by Wall St. Rank hold SCHC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,069 Schwab International Small-Cap Equity ETF shares in Q3 2023, an estimated $69.9K.
  • WealthPLAN Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Schwab International Small-Cap Equity ETF position peaked at $69.9K in Q2 2023.
  • 364 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.