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Caldwell Trust’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Caldwell Trust’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
2026
Q1 		– Sell
-134
Closed -$6.1K – 792
2025
Q4 		$6.1K Hold
134
– – ﹤0.01% 682
2025
Q3 		$6.1K Hold
134
– – ﹤0.01% 681
2025
Q2 		$5.71K Hold
134
– – ﹤0.01% 683
2025
Q1 		$4.81K Hold
134
– – ﹤0.01% 693
2024
Q4 		$4.6K Hold
134
– – ﹤0.01% 659
2024
Q3 		$5.16K Hold
134
– – ﹤0.01% 651
2024
Q2 		$4.77K Hold
134
– – ﹤0.01% 653
2024
Q1 		$4.8K Buy
+134
New +$4.61K ﹤0.01% 666

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Caldwell Trust's SCHC Position: Q1 2026 in Review

Caldwell Trust sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026, closing a stake of 134 shares — an estimated $6.1K sold.

Caldwell Trust first reported a position in SCHC in Q1 2024 and held it in 8 quarters. The position peaked at $6.1K in Q4 2025. 495 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Caldwell Trust reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Caldwell Trust sold 134 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $6.1K.
  • Caldwell Trust first reported a position in Schwab International Small-Cap Equity ETF in Q1 2024 and held it in 8 quarters.
  • Caldwell Trust's Schwab International Small-Cap Equity ETF position peaked at $6.1K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.