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

Bridge Generations 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
-116
Closed -$4.16K – 144
2025
Q1 		$4.16K Buy
116
+53
+84% +$1.89K ﹤0.01% 76
2024
Q4 		$2.16K Buy
+63
New +$2.29K ﹤0.01% 61

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BlackRock
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ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
State Street
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Creative Planning
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Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bridge Generations Wealth Management's SCHC Position: Q2 2025 in Review

Bridge Generations Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 116 shares — an estimated $4.16K sold.

Bridge Generations Wealth Management first reported a position in SCHC in Q4 2024 and held it in 2 quarters. The position peaked at $4.16K in Q1 2025. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Bridge Generations Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 116 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $4.16K.
  • Bridge Generations Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Bridge Generations Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $4.16K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.