Glassman Wealth Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Glassman Wealth Services’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	-204	Closed	-$7.32K	–	213
2025 Q1	$7.32K	Hold	204	–	–	﹤0.01%	165
2024 Q4	$7K	Hold	204	–	–	﹤0.01%	141
2024 Q3	$7.86K	Hold	204	–	–	﹤0.01%	151
2024 Q2	$7.26K	Sell	204 -300	-60%	-$10.7K	﹤0.01%	157
2024 Q1	$18K	Hold	504	–	–	﹤0.01%	143
2023 Q4	$17.6K	Hold	504	–	–	﹤0.01%	721
2023 Q3	$16.3K	Buy	504 +300	+147%	+$10.2K	﹤0.01%	713
2023 Q2	$6.89K	Hold	204	–	–	﹤0.01%	907
2023 Q1	$6.88K	Sell	204 -96	-32%	-$3.2K	﹤0.01%	913
2022 Q4	$9.44K	Hold	300	–	–	﹤0.01%	843
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	877
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	850
2022 Q1	$11K	Sell	300 -493	-62%	-$18.9K	﹤0.01%	803
2021 Q4	$32K	Buy	793 +477	+151%	+$19.9K	0.01%	489
2021 Q3	$13K	Buy	316 +16	+5%	+$680	﹤0.01%	708
2021 Q2	$12K	Hold	300	–	–	﹤0.01%	713
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	675
2020 Q4	$11K	Hold	300	–	–	﹤0.01%	693
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	618
2020 Q2	$9K	Hold	300	–	–	﹤0.01%	518
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	482
2019 Q4	$10K	Buy	+300	New	+$10K	﹤0.01%	485

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

Glassman Wealth Services's SCHC Position: Q2 2025 in Review

Glassman Wealth Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 204 shares — an estimated $7.32K sold.

Glassman Wealth Services first reported a position in SCHC in Q4 2019 and held it in 22 quarters. The position peaked at $32K in Q4 2021. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

Glassman Wealth Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Glassman Wealth Services sold 204 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $7.32K.
Glassman Wealth Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 22 quarters.
Glassman Wealth Services's Schwab International Small-Cap Equity ETF position peaked at $32K in Q4 2021.
441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.