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Heartwood Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-19
Closed -$865 – 521
2025
Q3 		$865 Buy
+19
New +$834 ﹤0.01% 560

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Heartwood Wealth Advisors's SCHC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 19 shares — an estimated $865 sold.

Heartwood Wealth Advisors first reported a position in SCHC in Q3 2025 and held it in 1 quarter. The position peaked at $865 in Q3 2025. 493 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 19 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $865.
  • Heartwood Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $865 in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.