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WR Wealth Planners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

WR Wealth Planners’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
-500
Closed -$16.1K – 726
2023
Q3 		$16.1K Hold
500
– – 0.01% 460
2023
Q2 		$16.9K Buy
+500
New +$16.9K 0.01% 463

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

WR Wealth Planners's SCHC Position: Q4 2023 in Review

WR Wealth Planners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2023, closing a stake of 500 shares — an estimated $16.1K sold.

WR Wealth Planners first reported a position in SCHC in Q2 2023 and held it in 2 quarters. The position peaked at $16.9K in Q2 2023. 391 funds tracked by Wall St. Rank hold SCHC as of Q4 2023.

  • WR Wealth Planners reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 500 Schwab International Small-Cap Equity ETF shares in Q4 2023, an estimated $16.1K.
  • WR Wealth Planners first reported a position in Schwab International Small-Cap Equity ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's Schwab International Small-Cap Equity ETF position peaked at $16.9K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.