Fortis Group Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Fortis Group 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
2025 Q2	–	Sell	-185	Closed	-$6.64K	–	550
2025 Q1	$6.64K	Hold	185	–	–	﹤0.01%	331
2024 Q4	$6.35K	Hold	185	–	–	﹤0.01%	344
2024 Q3	$7.13K	Hold	185	–	–	﹤0.01%	328
2024 Q2	$6.58K	Hold	185	–	–	﹤0.01%	334
2024 Q1	$6.62K	Sell	185 -185	-50%	-$6.36K	﹤0.01%	351
2023 Q4	$12.9K	Buy	370 +185	+100%	+$6K	﹤0.01%	275
2023 Q3	$5.97K	Buy	+185	New	+$6.27K	﹤0.01%	273
2020 Q3	$6K	Buy	+185	New	+$5.91K	﹤0.01%	327

Other funds holding SCHC

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

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

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

SAG

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

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

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fortis Group Advisors's SCHC Position: Q2 2025 in Review

Fortis Group Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 185 shares — an estimated $6.64K sold.

Fortis Group Advisors first reported a position in SCHC in Q3 2020 and held it in 8 quarters. The position peaked at $12.9K in Q4 2023. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

Fortis Group Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Fortis Group Advisors sold 185 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $6.64K.
Fortis Group Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 8 quarters.
Fortis Group Advisors's Schwab International Small-Cap Equity ETF position peaked at $12.9K in Q4 2023.
441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.