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

Capital A 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
-31
Closed -$1.11K – 757
2025
Q1 		$1.11K Buy
31
+29
+1,450% +$1.03K ﹤0.01% 522
2024
Q4 		$69 Buy
+2
New +$73 ﹤0.01% 800

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SC
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SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Capital A Wealth Management's SCHC Position: Q2 2025 in Review

Capital A Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 31 shares — an estimated $1.11K sold.

Capital A Wealth Management first reported a position in SCHC in Q4 2024 and held it in 2 quarters. The position peaked at $1.11K in Q1 2025. 442 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Capital A Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 31 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $1.11K.
  • Capital A Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $1.11K in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.