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

Bullock 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
Q1 		– Sell
-14
Closed -$481 – 618
2024
Q4 		$481 Hold
14
– – ﹤0.01% 581
2024
Q3 		$537 Sell
14
-18
-56% -$663 ﹤0.01% 549
2024
Q2 		$1.14K Hold
32
– – ﹤0.01% 506
2024
Q1 		$1.14K Buy
+32
New +$1.1K ﹤0.01% 515

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bullock Wealth Management's SCHC Position: Q1 2025 in Review

Bullock Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 14 shares — an estimated $481 sold.

Bullock Wealth Management first reported a position in SCHC in Q1 2024 and held it in 4 quarters. The position peaked at $1.14K in Q1 2024. 419 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Bullock Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 14 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $481.
  • Bullock Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.14K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.