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Calton & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Calton & 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
Q3 		– Sell
-10,565
Closed -$450K – 453
2025
Q2 		$450K Sell
10,565
-151
-1% -$5.85K 0.08% 217
2025
Q1 		$384K Buy
+10,716
New +$383K 0.09% 207

Other funds holding SCHC

TIAA Trust, National Association
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Calton & Associates's SCHC Position: Q3 2025 in Review

Calton & Associates sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 10,565 shares — an estimated $450K sold.

Calton & Associates first reported a position in SCHC in Q1 2025 and held it in 2 quarters. The position peaked at $450K in Q2 2025. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • Calton & Associates reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 10,565 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $450K.
  • Calton & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's Schwab International Small-Cap Equity ETF position peaked at $450K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.