HBW
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Hazlett, Burt & Watson’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Hazlett, Burt & Watson’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
2026
Q1 		$1K Hold
12
– – ﹤0.01% 897
2025
Q4 		$1K Buy
12
+1
+9% +$45 ﹤0.01% 904
2025
Q3 		$1K Hold
11
– – ﹤0.01% 859
2025
Q2 		$0 Hold
11
– – ﹤0.01% 858
2025
Q1 		$0 Sell
11
-580
-98% -$20.7K ﹤0.01% 835
2024
Q4 		$20K Hold
591
– – 0.01% 471
2024
Q3 		$22K Buy
591
+11
+2% +$405 0.01% 455
2024
Q2 		$21K Hold
580
– – 0.01% 443
2024
Q1 		$21K Buy
+580
New +$19.9K 0.01% 429
2023
Q1 		– Sell
-142
Closed -$4K – 679
2022
Q4 		$4K Buy
142
+95
+202% +$2.89K ﹤0.01% 544
2022
Q3 		$1K Buy
47
+42
+840% +$1.32K ﹤0.01% 603
2022
Q2 		$0 Buy
+5
New +$173 ﹤0.01% 608

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return