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

WealthShield 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 Q4	–	Sell	-2,542	Closed	-$82K	–	503
2023 Q3	$82K	Hold	2,542	–	–	0.01%	350
2023 Q2	$85.8K	Sell	2,542 -1,186	-32%	-$40.1K	0.01%	353
2023 Q1	$126K	Buy	+3,728	New	+$124K	0.02%	313
2021 Q3	–	Sell	-3,732	Closed	-$155K	–	634
2021 Q2	$155K	Buy	+3,732	New	+$156K	0.02%	293
2020 Q4	–	Sell	-18	Closed	-$1K	–	387
2020 Q3	$1K	Buy	+18	New	+$575	﹤0.01%	384

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

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

WealthShield Partners's SCHC Position: Q4 2023 in Review

WealthShield Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2023, closing a stake of 2,542 shares — an estimated $82K sold.

WealthShield Partners first reported a position in SCHC in Q3 2020 and held it in 5 quarters. The position peaked at $155K in Q2 2021. 391 funds tracked by Wall St. Rank hold SCHC as of Q4 2023.

WealthShield Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 2,542 Schwab International Small-Cap Equity ETF shares in Q4 2023, an estimated $82K.
WealthShield Partners first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 5 quarters.
WealthShield Partners's Schwab International Small-Cap Equity ETF position peaked at $155K in Q2 2021.
391 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.