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CSM Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

CSM Advisors’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
Q4 		– Sell
-391,600
Closed -$17.8M – 420
2025
Q3 		$17.8M Hold
391,600
– – 0.5% 59
2025
Q2 		$16.7M Buy
+391,600
New +$15.2M 0.49% 61

Other funds holding SCHC

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

CSM Advisors's SCHC Position: Q4 2025 in Review

CSM Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 391,600 shares — an estimated $17.8M sold.

CSM Advisors first reported a position in SCHC in Q2 2025 and held it in 2 quarters. The position peaked at $17.8M in Q3 2025. 495 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • CSM Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • CSM Advisors sold 391,600 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $17.8M.
  • CSM Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and held it in 2 quarters.
  • CSM Advisors's Schwab International Small-Cap Equity ETF position peaked at $17.8M in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on CSM Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.