Compass Investment Advisers’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Compass Investment Advisers’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
2024 Q4	$571K	Buy	+16,636	New	+$606K	1.66%	12

Other funds holding SCHC

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Compass Investment Advisers's SCHC Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024: 16,636 shares worth $571K. The stake represents 1.66% of the portfolio and ranks #12 among its holdings.

423 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

Compass Investment Advisers held 16,636 shares of Schwab International Small-Cap Equity ETF worth $571K as of Q4 2024.
Schwab International Small-Cap Equity ETF was a new Compass Investment Advisers position in Q4 2024.
Schwab International Small-Cap Equity ETF made up 1.66% of Compass Investment Advisers's portfolio in Q4 2024, its #12 holding.
423 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.