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Eaton Financial Holdings’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Eaton Financial Holdings’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
2026
Q1 		– Sell
-7,007
Closed -$319K – 139
2025
Q4 		$319K Sell
7,007
-1,794
-20% -$81.3K 0.09% 116
2025
Q3 		$401K Buy
8,801
+4,034
+85% +$177K 0.11% 103
2025
Q2 		$203K Buy
+4,767
New +$185K 0.06% 114

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SC
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BlackRock
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SAG
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ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Eaton Financial Holdings's SCHC Position: Q1 2026 in Review

Eaton Financial Holdings sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026, closing a stake of 7,007 shares — an estimated $319K sold.

Eaton Financial Holdings first reported a position in SCHC in Q2 2025 and held it in 3 quarters. The position peaked at $401K in Q3 2025. 494 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Eaton Financial Holdings reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Eaton Financial Holdings sold 7,007 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $319K.
  • Eaton Financial Holdings first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and held it in 3 quarters.
  • Eaton Financial Holdings's Schwab International Small-Cap Equity ETF position peaked at $401K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.