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Bernard Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bernard Wealth Management’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
Q2 		– Sell
-1,485
Closed -$53.3K – 377
2025
Q1 		$53.3K Buy
+1,485
New +$53K 0.03% 116

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TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SC
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bernard Wealth Management's SCHC Position: Q2 2025 in Review

Bernard Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 1,485 shares — an estimated $53.3K sold.

Bernard Wealth Management first reported a position in SCHC in Q1 2025 and held it in 1 quarter. The position peaked at $53.3K in Q1 2025. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Bernard Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 1,485 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $53.3K.
  • Bernard Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $53.3K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.