Guardian Wealth Management (Illinois)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Guardian Wealth Management (Illinois)’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	-121	Closed	-$4.37K	–	169
2025 Q1	$4.37K	Sell	121 -1	-0.8%	-$36	﹤0.01%	185
2024 Q4	$4.18K	Buy	122 +1	+0.8%	+$36	﹤0.01%	193
2024 Q3	$4.66K	Hold	121	–	–	﹤0.01%	195
2024 Q2	$4.3K	Hold	121	–	–	﹤0.01%	192
2024 Q1	$4.32K	Hold	121	–	–	﹤0.01%	188
2023 Q4	$4.21K	Sell	121 -439	-78%	-$14.2K	﹤0.01%	198
2023 Q3	$18.1K	Sell	560 -4	-0.7%	-$136	0.02%	141
2023 Q2	$19K	Sell	564 -131	-19%	-$4.43K	0.02%	140
2023 Q1	$23.4K	Hold	695	–	–	0.02%	131
2022 Q4	$21.9K	Sell	695 -234	-25%	-$7.13K	0.02%	138
2022 Q3	$26K	Hold	929	–	–	0.03%	129
2022 Q2	$29K	Sell	929 -538	-37%	-$18.6K	0.03%	128
2022 Q1	$56K	Hold	1,467	–	–	0.06%	116
2021 Q4	$60K	Buy	+1,467	New	+$61.2K	0.06%	114

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

Guardian Wealth Management (Illinois)'s SCHC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 121 shares — an estimated $4.37K sold.

Guardian Wealth Management (Illinois) first reported a position in SCHC in Q4 2021 and held it in 14 quarters. The position peaked at $60K in Q4 2021. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 121 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $4.37K.
Guardian Wealth Management (Illinois) first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Schwab International Small-Cap Equity ETF position peaked at $60K in Q4 2021.
441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.