Foster Victor Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Foster Victor 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
2025 Q4	–	Sell	-87,054	Closed	-$4.01M	–	238
2025 Q3	$4.01M	Sell	87,054 -4,221	-5%	-$185K	0.25%	98
2025 Q2	$3.92M	Buy	+91,275	New	+$3.54M	0.27%	95
2023 Q2	–	Sell	-130,087	Closed	-$4.41M	–	166
2023 Q1	$4.41M	Buy	+130,087	New	+$4.34M	0.53%	68
2021 Q4	–	Sell	-4,926	Closed	-$205K	–	153
2021 Q3	$205K	Sell	4,926 -67	-1%	-$2.85K	0.03%	132
2021 Q2	$208K	Sell	4,993 -86,291	-95%	-$3.6M	0.03%	134
2021 Q1	$3.74M	Buy	91,284 +5,225	+6%	+$204K	0.7%	42
2020 Q4	$3.24M	Sell	86,059 -2,635	-3%	-$92K	0.74%	39
2020 Q3	$2.88M	Buy	+88,694	New	+$2.83M	0.78%	41
2020 Q1	–	Sell	-84,042	Closed	-$2.89M	–	114
2019 Q4	$2.89M	Buy	+84,042	New	+$2.8M	1.25%	25

Other funds holding SCHC

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

Foster Victor Wealth Advisors's SCHC Position: Q4 2025 in Review

Foster Victor Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 87,054 shares — an estimated $4.01M sold.

Foster Victor Wealth Advisors first reported a position in SCHC in Q4 2019 and held it in 9 quarters. The position peaked at $4.41M in Q1 2023. 492 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

Foster Victor Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Foster Victor Wealth Advisors sold 87,054 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $4.01M.
Foster Victor Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 9 quarters.
Foster Victor Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $4.41M in Q1 2023.
492 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.