EPM
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Elm Partners Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Elm Partners Management’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
-60,945
Closed -$2.09M – 69
2024
Q4 		$2.09M Buy
60,945
+277
+0.5% +$10.1K 0.14% 35
2024
Q3 		$2.34M Hold
60,668
– – 0.17% 31
2024
Q2 		$2.16M Hold
60,668
– – 0.17% 36
2024
Q1 		$2.17M Hold
60,668
– – 0.17% 34
2023
Q4 		$2.12M Sell
60,668
-940
-2% -$30.5K 0.19% 32
2023
Q3 		$1.99M Sell
61,608
-152
-0.2% -$5.15K 0.21% 30
2023
Q2 		$2.09M Hold
61,760
– – 0.21% 30
2023
Q1 		$2.08M Sell
61,760
-517
-0.8% -$17.3K 0.22% 29
2022
Q4 		$1.96M Hold
62,277
– – 0.23% 28
2022
Q3 		$1.73M Hold
62,277
– – 0.23% 28
2022
Q2 		$1.95M Hold
62,277
– – 0.25% 27
2022
Q1 		$2.37M Hold
62,277
– – 0.3% 23
2021
Q4 		$2.55M Hold
62,277
– – 0.31% 24
2021
Q3 		$2.59M Hold
62,277
– – 0.35% 26
2021
Q2 		$2.59M Hold
62,277
– – 0.34% 25
2021
Q1 		$2.46M Sell
62,277
-305
-0.5% -$11.9K 0.35% 26
2020
Q4 		$2.36M Sell
62,582
-3,552
-5% -$124K 0.35% 31
2020
Q3 		$2.15M Sell
66,134
-229
-0.3% -$7.32K 0.36% 30
2020
Q2 		$1.96M Sell
66,363
-3,595
-5% -$99.3K 0.35% 32
2020
Q1 		$1.71M Buy
69,958
+58,242
+497% +$1.79M 0.38% 31
2019
Q4 		$373K Hold
11,716
– – 0.08% 36
2019
Q3 		$373K Sell
11,716
-358
-3% -$11.4K 0.08% 35
2019
Q2 		$394K Sell
12,074
-1,525
-11% -$49.4K 0.09% 35
2019
Q1 		$439K Sell
13,599
-707
-5% -$22.3K 0.12% 33
2018
Q4 		$414K Buy
+14,306
New +$456K 0.14% 27

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Elm Partners Management's SCHC Position: Q1 2025 in Review

Elm Partners Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 60,945 shares — an estimated $2.09M sold.

Elm Partners Management first reported a position in SCHC in Q4 2018 and held it in 25 quarters. The position peaked at $2.59M in Q2 2021. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Elm Partners Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Elm Partners Management sold 60,945 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $2.09M.
  • Elm Partners Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 25 quarters.
  • Elm Partners Management's Schwab International Small-Cap Equity ETF position peaked at $2.59M in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Elm Partners Management's 13F filing for Q1 2025, filed 13 May 2025.