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D.J. St. Germain’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

D.J. St. Germain’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
-688
Closed -$24.7K – 941
2025
Q1 		$24.7K Buy
+688
New +$24.6K ﹤0.01% 478

Other funds holding SCHC

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

D.J. St. Germain's SCHC Position: Q2 2025 in Review

D.J. St. Germain sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 688 shares — an estimated $24.7K sold.

D.J. St. Germain first reported a position in SCHC in Q1 2025 and held it in 1 quarter. The position peaked at $24.7K in Q1 2025. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • D.J. St. Germain reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • D.J. St. Germain sold 688 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $24.7K.
  • D.J. St. Germain first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • D.J. St. Germain's Schwab International Small-Cap Equity ETF position peaked at $24.7K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on D.J. St. Germain's 13F filing for Q2 2025, filed 16 Jul 2025.