FWM
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Fonville Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Fonville Wealth 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
2026
Q1 		$1.66M Buy
35,503
+105
+0.3% +$5.08K 0.32% 51
2025
Q4 		$1.61M Sell
35,398
-327
-0.9% -$14.8K 0.33% 54
2025
Q3 		$1.63M Buy
35,725
+65
+0.2% +$2.85K 0.37% 46
2025
Q2 		$1.52M Sell
35,660
-1,208
-3% -$46.8K 0.38% 45
2025
Q1 		$1.38M Buy
36,868
+42
+0.1% +$1.5K 0.41% 47
2024
Q4 		$1.26M Buy
36,826
+1,799
+5% +$65.5K 0.42% 49
2024
Q3 		$1.35M Sell
35,027
-666
-2% -$24.5K 0.47% 48
2024
Q2 		$1.27M Sell
35,693
-281
-0.8% -$10K 0.5% 48
2024
Q1 		$1.29M Buy
35,974
+1,661
+5% +$57.1K 0.57% 47
2023
Q4 		$1.2M Buy
+34,313
New +$1.11M 0.64% 46

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
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