Econ Financial Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Econ Financial Services’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 Q1	–	Sell	-105,807	Closed	-$3.63M	–	94
2024 Q4	$3.63M	Buy	+105,807	New	+$3.85M	2.08%	12
2022 Q3	–	Sell	-67,290	Closed	-$2.1M	–	97
2022 Q2	$2.1M	Buy	67,290 +13,680	+26%	+$474K	1.7%	25
2022 Q1	$2.04M	Buy	53,610 +36,632	+216%	+$1.4M	1.51%	30
2021 Q4	$2.72M	Buy	+16,978	New	+$708K	2.01%	18
2019 Q1	–	Sell	-15,726	Closed	-$458K	–	78
2018 Q4	$458K	Buy	+15,726	New	+$501K	0.7%	44

Other funds holding SCHC

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Econ Financial Services's SCHC Position: Q1 2025 in Review

Econ Financial Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 105,807 shares — an estimated $3.63M sold.

Econ Financial Services first reported a position in SCHC in Q4 2018 and held it in 5 quarters. The position peaked at $3.63M in Q4 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

Econ Financial Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Econ Financial Services sold 105,807 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $3.63M.
Econ Financial Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 5 quarters.
Econ Financial Services's Schwab International Small-Cap Equity ETF position peaked at $3.63M in Q4 2024.
417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.