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Global Financial Private Client’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Global Financial Private Client’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
-274
Closed -$9.83K – 1328
2025
Q1 		$9.83K Hold
274
– – ﹤0.01% 580
2024
Q4 		$9.41K Hold
274
– – ﹤0.01% 558
2024
Q3 		$10.6K Hold
274
– – ﹤0.01% 543
2024
Q2 		$9.75K Hold
274
– – ﹤0.01% 449
2024
Q1 		$9.78K Hold
274
– – ﹤0.01% 464
2023
Q4 		$9.56K Hold
274
– – ﹤0.01% 464
2023
Q3 		$8.65K Hold
274
– – ﹤0.01% 455
2023
Q2 		$9.3K Hold
274
– – ﹤0.01% 447
2023
Q1 		$9.3K Hold
274
– – ﹤0.01% 457
2022
Q4 		$8.62K Hold
274
– – ﹤0.01% 440
2022
Q3 		$7.78K Hold
274
– – ﹤0.01% 432
2022
Q2 		$8.58K Hold
274
– – ﹤0.01% 412
2022
Q1 		$10.5K Hold
274
– – 0.01% 401
2021
Q4 		$11.2K Hold
274
– – 0.01% 383
2021
Q3 		$11.4K Hold
274
– – 0.01% 339
2021
Q2 		$11.4K Hold
274
– – 0.01% 343
2021
Q1 		$11K Hold
274
– – 0.01% 308
2020
Q4 		$10.3K Buy
+274
New +$9.57K 0.01% 305

Other funds holding SCHC

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SC
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Global Financial Private Client's SCHC Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 274 shares — an estimated $9.83K sold.

Global Financial Private Client first reported a position in SCHC in Q4 2020 and held it in 18 quarters. The position peaked at $11.4K in Q3 2021. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Global Financial Private Client reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 274 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $9.83K.
  • Global Financial Private Client first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 18 quarters.
  • Global Financial Private Client's Schwab International Small-Cap Equity ETF position peaked at $11.4K in Q3 2021.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.