CMBA
SCHC icon

C.M. Bidwell & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

C.M. Bidwell & Associates’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
-116
Closed -$3.98K – 515
2024
Q4 		$3.98K Hold
116
– – ﹤0.01% 365
2024
Q3 		$4.47K Buy
116
+6
+5% +$221 ﹤0.01% 343
2024
Q2 		$3.91K Buy
110
+13
+13% +$463 ﹤0.01% 345
2024
Q1 		$3.47K Hold
97
– – ﹤0.01% 376
2023
Q4 		$3.38K Hold
97
– – ﹤0.01% 368
2023
Q3 		$3.13K Hold
97
– – ﹤0.01% 411
2023
Q2 		$3.28K Buy
97
+7
+8% +$237 ﹤0.01% 418
2023
Q1 		$3.03K Hold
90
– – ﹤0.01% 418
2022
Q4 		$2.83K Hold
90
– – ﹤0.01% 406
2022
Q3 		$2K Hold
90
– – ﹤0.01% 432
2022
Q2 		$3K Hold
90
– – ﹤0.01% 418
2022
Q1 		$3K Hold
90
– – ﹤0.01% 458
2021
Q4 		$4K Hold
90
– – ﹤0.01% 469
2021
Q3 		$4K Buy
+90
New +$3.82K ﹤0.01% 481
2021
Q2 		– Sell
-80
Closed -$3K – 614
2021
Q1 		$3K Sell
80
-275
-77% -$10.7K ﹤0.01% 475
2020
Q4 		$13K Hold
355
– – 0.01% 360
2020
Q3 		$12K Hold
355
– – 0.01% 336
2020
Q2 		$10K Sell
355
-230
-39% -$6.35K 0.01% 330
2020
Q1 		$14K Hold
585
– – 0.01% 254
2019
Q4 		$20K Sell
585
-5
-0.8% -$167 0.02% 285
2019
Q3 		$19K Sell
590
-10
-2% -$318 0.02% 298
2019
Q2 		$20K Sell
600
-30
-5% -$972 0.02% 298
2019
Q1 		$20K Hold
630
– – 0.02% 297
2018
Q4 		$18K Sell
630
-125
-17% -$3.98K 0.02% 296
2018
Q3 		$27K Buy
755
+230
+44% +$8.22K 0.03% 272
2018
Q2 		$19K Sell
525
-400
-43% -$14.8K 0.02% 296
2018
Q1 		$34K Buy
925
+525
+131% +$19.5K 0.03% 264
2017
Q4 		$15K Buy
+400
New +$14.5K 0.01% 295

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

C.M. Bidwell & Associates's SCHC Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 116 shares — an estimated $3.98K sold.

C.M. Bidwell & Associates first reported a position in SCHC in Q4 2017 and held it in 28 quarters. The position peaked at $34K in Q1 2018. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 116 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $3.98K.
  • C.M. Bidwell & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2017 and held it in 28 quarters.
  • C.M. Bidwell & Associates's Schwab International Small-Cap Equity ETF position peaked at $34K in Q1 2018.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.