EWA
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EverSource Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

EverSource Wealth Advisors’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 		$905K Sell
19,373
-2,576
-12% -$125K 0.03% 412
2025
Q4 		$999K Sell
21,949
-349
-2% -$15.8K 0.04% 344
2025
Q3 		$1.01M Buy
22,298
+22,288
+222,880% +$979K 0.04% 307
2025
Q2 		$426 Buy
+10
New +$387 ﹤0.01% 3936
2024
Q4 		– Sell
-729
Closed -$28.1K – 3817
2024
Q3 		$28.1K Hold
729
– – ﹤0.01% 1323
2024
Q2 		$27K Buy
+729
New +$26K ﹤0.01% 1361
2024
Q1 		– Sell
-21
Closed -$733 – 2988
2023
Q4 		$733 Buy
21
+10
+91% +$324 ﹤0.01% 2452
2023
Q3 		$355 Buy
+11
New +$373 ﹤0.01% 2426

Other funds holding SCHC

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SC
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return