Horan Capital Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Horan Capital 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 Q1	$1.49M	Sell	41,512 -1,490	-3%	-$53.2K	0.5%	55
2024 Q4	$1.48M	Sell	43,002 -2,435	-5%	-$88.7K	0.5%	52
2024 Q3	$1.75M	Buy	45,437 +55	+0.1%	+$2.02K	0.58%	53
2024 Q2	$1.61M	Sell	45,382 -655	-1%	-$23.3K	0.57%	53
2024 Q1	$1.65M	Sell	46,037 -5,782	-11%	-$199K	0.59%	52
2023 Q4	$1.81M	Sell	51,819 -2,177	-4%	-$70.6K	0.66%	51
2023 Q3	$1.74M	Sell	53,996 -16,508	-23%	-$559K	0.7%	50
2023 Q2	$2.38M	Buy	70,504 +219	+0.3%	+$7.41K	0.93%	37
2023 Q1	$2.37M	Buy	70,285 +183	+0.3%	+$6.11K	0.98%	39
2022 Q4	$2.21M	Buy	70,102 +3,485	+5%	+$106K	0.97%	43
2022 Q3	$1.85M	Buy	66,617 +9,625	+17%	+$303K	0.9%	44
2022 Q2	$1.78M	Sell	56,992 -460	-0.8%	-$15.9K	0.83%	48
2022 Q1	$2.18M	Buy	57,452 +172	+0.3%	+$6.58K	0.88%	41
2021 Q4	$2.34M	Buy	57,280 +722	+1%	+$30.1K	0.93%	40
2021 Q3	$2.35M	Buy	56,558 +260	+0.5%	+$11K	1.04%	40
2021 Q2	$2.34M	Sell	56,298 -916	-2%	-$38.2K	1.06%	39
2021 Q1	$2.25M	Buy	57,214 +843	+1%	+$32.9K	1.08%	38
2020 Q4	$2.12M	Sell	56,371 -48	-0.1%	-$1.68K	1.1%	38
2020 Q3	$1.83M	Sell	56,419 -607	-1%	-$19.4K	1.04%	35
2020 Q2	$1.69M	Sell	57,026 -667	-1%	-$18.4K	1.13%	37
2020 Q1	$1.41M	Sell	57,693 -4,510	-7%	-$139K	1.13%	38
2019 Q4	$2.15M	Sell	62,203 -32	-0.1%	-$1.07K	1.28%	33
2019 Q3	$1.98M	Sell	62,235 -169	-0.3%	-$5.38K	1.21%	39
2019 Q2	$2.04M	Sell	62,404 -8,316	-12%	-$270K	1.37%	36
2019 Q1	$2.28M	Sell	70,720 -9,990	-12%	-$315K	1.44%	30
2018 Q4	$2.35M	Buy	+80,710	New	+$2.57M	1.57%	27
2017 Q4	–	Sell	-2,748	Closed	-$98K	–	226
2017 Q3	$98K	Buy	+2,748	New	+$95.3K	0.06%	105

Other funds holding SCHC

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Horan Capital Advisors's SCHC Position: Q1 2025 in Review

Horan Capital Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.5% in Q1 2025, selling an estimated $53.2K and leaving 41,512 shares worth $1.49M. The position accounts for 0.5% of the portfolio, ranked #55.

Horan Capital Advisors first reported a position in SCHC in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.38M in Q2 2023. 419 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

Horan Capital Advisors held 41,512 shares of Schwab International Small-Cap Equity ETF worth $1.49M as of Q1 2025.
Horan Capital Advisors sold 1,490 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $53.2K.
Schwab International Small-Cap Equity ETF made up 0.5% of Horan Capital Advisors's portfolio in Q1 2025, its #55 holding.
Horan Capital Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2017 and has held it in 27 quarters since.
Horan Capital Advisors's Schwab International Small-Cap Equity ETF position peaked at $2.38M in Q2 2023.
419 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.