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

Bellwether 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
2025 Q3	–	Sell	-2,515	Closed	-$107K	–	482
2025 Q2	$107K	Hold	2,515	–	–	0.02%	165
2025 Q1	$90.2K	Hold	2,515	–	–	0.02%	181
2024 Q4	$86.3K	Buy	+2,515	New	+$91.6K	0.02%	192
2023 Q2	–	Sell	-2,515	Closed	-$84.8K	–	362
2023 Q1	$84.8K	Hold	2,515	–	–	0.02%	161
2022 Q4	$79.1K	Hold	2,515	–	–	0.02%	164
2022 Q3	$69K	Hold	2,515	–	–	0.02%	138
2022 Q2	$78K	Hold	2,515	–	–	0.03%	141
2022 Q1	$95K	Hold	2,515	–	–	0.03%	160
2021 Q4	$102K	Buy	+2,515	New	+$105K	0.03%	150

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

Bellwether Advisors's SCHC Position: Q3 2025 in Review

Bellwether Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 2,515 shares — an estimated $107K sold.

Bellwether Advisors first reported a position in SCHC in Q4 2021 and held it in 9 quarters. The position peaked at $107K in Q2 2025. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

Bellwether Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 2,515 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $107K.
Bellwether Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and held it in 9 quarters.
Bellwether Advisors's Schwab International Small-Cap Equity ETF position peaked at $107K in Q2 2025.
455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.