GM
SCHC icon

GeoWealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

GeoWealth 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
Q3 		– Sell
-211
Closed -$8.98K – 1136
2025
Q2 		$8.98K Buy
+211
New +$8.17K ﹤0.01% 1118
2025
Q1 		– Sell
-210
Closed -$7.22K – 1678
2024
Q4 		$7.22K Buy
210
+6
+3% +$219 ﹤0.01% 1519
2024
Q3 		$7.84K Buy
+204
New +$7.51K ﹤0.01% 1395

Other funds holding SCHC

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GeoWealth Management's SCHC Position: Q3 2025 in Review

GeoWealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 211 shares — an estimated $8.98K sold.

GeoWealth Management first reported a position in SCHC in Q3 2024 and held it in 3 quarters. The position peaked at $8.98K in Q2 2025. 457 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • GeoWealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 211 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $8.98K.
  • GeoWealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Schwab International Small-Cap Equity ETF position peaked at $8.98K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.