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Creekmur Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Creekmur Asset 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
Q1 		– Sell
-1,080
Closed -$37.1K – 952
2024
Q4 		$37.1K Buy
1,080
+35
+3% +$1.27K 0.01% 272
2024
Q3 		$40.3K Buy
1,045
+3
+0.3% +$110 0.01% 266
2024
Q2 		$37.1K Sell
1,042
-106
-9% -$3.78K 0.01% 291
2024
Q1 		$41.1K Hold
1,148
– – 0.01% 275
2023
Q4 		$40.1K Buy
+1,148
New +$37.2K 0.01% 331

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TIAA Trust, National Association
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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

Creekmur Asset Management's SCHC Position: Q1 2025 in Review

Creekmur Asset Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 1,080 shares — an estimated $37.1K sold.

Creekmur Asset Management first reported a position in SCHC in Q4 2023 and held it in 5 quarters. The position peaked at $41.1K in Q1 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Creekmur Asset Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 1,080 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $37.1K.
  • Creekmur Asset Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and held it in 5 quarters.
  • Creekmur Asset Management's Schwab International Small-Cap Equity ETF position peaked at $41.1K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.