Atria Investments’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Atria Investments’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
2025 Q4	–	Sell	-9,208	Closed	-$419K	–	2118
2025 Q3	$419K	Sell	9,208 -3,056	-25%	-$134K	﹤0.01%	1519
2025 Q2	$522K	Sell	12,264 -193	-2%	-$7.48K	0.01%	1394
2025 Q1	$447K	Buy	12,457 +2,412	+24%	+$86.1K	0.01%	1410
2024 Q4	$345K	Buy	10,045 +1,046	+12%	+$38.1K	﹤0.01%	1525
2024 Q3	$347K	Buy	8,999 +851	+10%	+$31.3K	﹤0.01%	1536
2024 Q2	$290K	Buy	+8,148	New	+$290K	﹤0.01%	1609
2018 Q4	–	Sell	-5,533	Closed	-$200K	–	993
2018 Q3	$200K	Buy	+5,533	New	+$198K	0.01%	941

Other funds holding SCHC

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Atria Investments's SCHC Position: Q4 2025 in Review

Atria Investments sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 9,208 shares — an estimated $419K sold.

Atria Investments first reported a position in SCHC in Q3 2018 and held it in 7 quarters. The position peaked at $522K in Q2 2025. 495 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

Atria Investments reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 9,208 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $419K.
Atria Investments first reported a position in Schwab International Small-Cap Equity ETF in Q3 2018 and held it in 7 quarters.
Atria Investments's Schwab International Small-Cap Equity ETF position peaked at $522K in Q2 2025.
495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.