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

DHK Financial 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
Q2 		$2.39M Buy
56,123
+123
+0.2% +$4.76K 1.37% 14
2025
Q1 		$2.01M Hold
56,000
– – 1.1% 18
2024
Q4 		$1.92M Buy
+56,000
New +$2.04M 1.17% 16

Other funds holding SCHC

Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
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
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 $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DHK Financial Advisors's SCHC Position: Q2 2025 in Review

DHK Financial Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.22% in Q2 2025, buying an estimated $4.76K and bringing the position to 56,123 shares worth $2.39M. The position accounts for 1.37% of the portfolio, ranked #14.

DHK Financial Advisors first reported a position in SCHC in Q4 2024 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • DHK Financial Advisors held 56,123 shares of Schwab International Small-Cap Equity ETF worth $2.39M as of Q2 2025.
  • DHK Financial Advisors bought 123 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $4.76K.
  • Schwab International Small-Cap Equity ETF made up 1.37% of DHK Financial Advisors's portfolio in Q2 2025, its #14 holding.
  • DHK Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.