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Diversified Enterprises’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Diversified Enterprises’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
-19,464
Closed -$698K – 325
2025
Q1 		$698K Sell
19,464
-13,503
-41% -$482K 0.06% 122
2024
Q4 		$1.13M Sell
32,967
-21,966
-40% -$800K 0.11% 73
2024
Q3 		$2.12M Buy
+54,933
New +$2.02M 0.23% 40

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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 $11.5B AUM 18.82% 1-Year Est. Return

Diversified Enterprises's SCHC Position: Q2 2025 in Review

Diversified Enterprises sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 19,464 shares — an estimated $698K sold.

Diversified Enterprises first reported a position in SCHC in Q3 2024 and held it in 3 quarters. The position peaked at $2.12M in Q3 2024. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Diversified Enterprises reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Diversified Enterprises sold 19,464 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $698K.
  • Diversified Enterprises first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and held it in 3 quarters.
  • Diversified Enterprises's Schwab International Small-Cap Equity ETF position peaked at $2.12M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Diversified Enterprises's 13F filing for Q2 2025, filed 16 Jul 2025.