Beacon Capital Management LLC (Tennessee)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-313	Closed	-$13.3K	–	827
2025 Q2	$13.3K	Buy	313 +1	+0.3%	+$39	﹤0.01%	577
2025 Q1	$11.2K	Hold	312	–	–	﹤0.01%	599
2024 Q4	$10.7K	Buy	312 +9	+3%	+$328	﹤0.01%	591
2024 Q3	$11.7K	Hold	303	–	–	﹤0.01%	605
2024 Q2	$10.8K	Hold	303	–	–	﹤0.01%	559
2024 Q1	$10.8K	Hold	303	–	–	﹤0.01%	565
2023 Q4	$9.77K	Hold	303	–	–	﹤0.01%	526
2023 Q3	$10.2K	Hold	303	–	–	﹤0.01%	562
2023 Q2	$10.2K	Hold	303	–	–	﹤0.01%	562
2023 Q1	$10.2K	Sell	303 -96	-24%	-$3.2K	﹤0.01%	493
2022 Q4	$12.6K	Buy	399 +96	+32%	+$2.92K	﹤0.01%	457
2022 Q3	$9K	Hold	303	–	–	﹤0.01%	506
2022 Q2	$12K	Hold	303	–	–	﹤0.01%	497
2022 Q1	$12K	Buy	+303	New	+$11.6K	﹤0.01%	497

Other funds holding SCHC

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 313 shares — an estimated $13.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHC in Q1 2022 and held it in 14 quarters. The position peaked at $13.3K in Q2 2025. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 313 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $13.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Schwab International Small-Cap Equity ETF position peaked at $13.3K in Q2 2025.
455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.