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

Harbour Investment 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
Q1 		– Sell
-9,701
Closed -$333K – 99
2024
Q4 		$333K Hold
9,701
– – 0.15% 84
2024
Q3 		$374K Hold
9,701
– – 0.17% 76
2024
Q2 		$345K Buy
9,701
+30
+0.3% +$1.07K 0.16% 75
2024
Q1 		$346K Buy
9,671
+16
+0.2% +$550 0.16% 74
2023
Q4 		$337K Hold
9,655
– – 0.18% 65
2023
Q3 		$311K Hold
9,655
– – 0.18% 66
2023
Q2 		$326K Hold
9,655
– – 0.17% 66
2023
Q1 		$325K Hold
9,655
– – 0.18% 64
2022
Q4 		$304K Hold
9,655
– – 0.18% 65
2022
Q3 		$268K Hold
9,655
– – 0.17% 66
2022
Q2 		$302K Hold
9,655
– – 0.18% 64
2022
Q1 		$367K Hold
9,655
– – 0.18% 65
2021
Q4 		$395K Hold
9,655
– – 0.18% 64
2021
Q3 		$401K Hold
9,655
– – 0.2% 64
2021
Q2 		$402K Hold
9,655
– – 0.2% 67
2021
Q1 		$381K Hold
9,655
– – 0.2% 65
2020
Q4 		$364K Hold
9,655
– – 0.2% 62
2020
Q3 		$314K Hold
9,655
– – 0.19% 62
2020
Q2 		$285K Sell
9,655
-35
-0.4% -$967 0.2% 65
2020
Q1 		$236K Buy
+9,690
New +$298K 0.19% 65

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Harbour Investment Management's SCHC Position: Q1 2025 in Review

Harbour Investment Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 9,701 shares — an estimated $333K sold.

Harbour Investment Management first reported a position in SCHC in Q1 2020 and held it in 20 quarters. The position peaked at $402K in Q2 2021. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Harbour Investment Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Harbour Investment Management sold 9,701 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $333K.
  • Harbour Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and held it in 20 quarters.
  • Harbour Investment Management's Schwab International Small-Cap Equity ETF position peaked at $402K in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Harbour Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.