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HUB Investment Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

HUB Investment Partners’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
-6,399
Closed -$220K – 674
2024
Q4 		$220K Buy
6,399
+492
+8% +$17.9K 0.01% 481
2024
Q3 		$228K Sell
5,907
-2,403
-29% -$88.5K 0.01% 450
2024
Q2 		$296K Buy
8,310
+952
+13% +$33.9K 0.01% 369
2024
Q1 		$263K Sell
7,358
-1,015
-12% -$34.9K 0.01% 385
2023
Q4 		$292K Buy
+8,373
New +$272K 0.02% 316

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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

HUB Investment Partners's SCHC Position: Q1 2025 in Review

HUB Investment Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 6,399 shares — an estimated $220K sold.

HUB Investment Partners first reported a position in SCHC in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q2 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • HUB Investment Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • HUB Investment Partners sold 6,399 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $220K.
  • HUB Investment Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and held it in 5 quarters.
  • HUB Investment Partners's Schwab International Small-Cap Equity ETF position peaked at $296K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on HUB Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.