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

Addison 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
2026
Q1 		$1.73K Hold
37
– – ﹤0.01% 840
2025
Q4 		$1.69K Hold
37
– – ﹤0.01% 798
2025
Q3 		$1.68K Hold
37
– – ﹤0.01% 789
2025
Q2 		$1.58K Buy
+37
New +$1.43K ﹤0.01% 795
2024
Q1 		– Sell
-174
Closed -$6.07K – 730
2023
Q4 		$6.07K Buy
174
+166
+2,075% +$5.39K ﹤0.01% 560
2023
Q3 		$258 Buy
8
+4
+100% +$136 ﹤0.01% 652
2023
Q2 		$136 Sell
4
-12
-75% -$406 ﹤0.01% 614
2023
Q1 		$540 Hold
16
– – ﹤0.01% 596
2022
Q4 		$504 Buy
+16
New +$487 ﹤0.01% 679
2022
Q2 		– Sell
-24
Closed -$1K – 755
2022
Q1 		$1K Buy
+24
New +$919 ﹤0.01% 671

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return