WestHill Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

WestHill Financial 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 Q4	–	Sell	-227	Closed	-$7.32K	–	102
2023 Q3	$7.32K	Hold	227	–	–	﹤0.01%	106
2023 Q2	$7.67K	Hold	227	–	–	﹤0.01%	101
2023 Q1	$7.65K	Sell	227 -93	-29%	-$3.1K	﹤0.01%	101
2022 Q4	$10.1K	Hold	320	–	–	﹤0.01%	104
2022 Q3	$9K	Hold	320	–	–	﹤0.01%	96
2022 Q2	$10K	Hold	320	–	–	﹤0.01%	99
2022 Q1	$12K	Hold	320	–	–	﹤0.01%	106
2021 Q4	$13K	Hold	320	–	–	﹤0.01%	107
2021 Q3	$13K	Buy	+320	New	+$13.6K	﹤0.01%	92

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

WestHill Financial Advisors's SCHC Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2023, closing a stake of 227 shares — an estimated $7.32K sold.

WestHill Financial Advisors first reported a position in SCHC in Q3 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 391 funds tracked by Wall St. Rank hold SCHC as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 227 Schwab International Small-Cap Equity ETF shares in Q4 2023, an estimated $7.32K.
WestHill Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $13K in Q4 2021.
391 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.