Element Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Element Wealth’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	-62	Closed	-$2.13K	–	257
2024 Q4	$2.13K	Hold	62	–	–	﹤0.01%	280
2024 Q3	$2.39K	Hold	62	–	–	﹤0.01%	273
2024 Q2	$2.21K	Hold	62	–	–	﹤0.01%	280
2024 Q1	$2.22K	Hold	62	–	–	﹤0.01%	259
2023 Q4	$2.16K	Hold	62	–	–	﹤0.01%	249
2023 Q3	$2K	Buy	+62	New	+$2.1K	﹤0.01%	239

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

Element Wealth's SCHC Position: Q1 2025 in Review

Element Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 62 shares — an estimated $2.13K sold.

Element Wealth first reported a position in SCHC in Q3 2023 and held it in 6 quarters. The position peaked at $2.39K in Q3 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

Element Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 62 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $2.13K.
Element Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q3 2023 and held it in 6 quarters.
Element Wealth's Schwab International Small-Cap Equity ETF position peaked at $2.39K in Q3 2024.
417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.