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Iron Horse Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Iron Horse Wealth 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
Q2 		$14.1K Hold
331
– – ﹤0.01% 240
2025
Q1 		$11.9K Hold
331
– – ﹤0.01% 247
2024
Q4 		$11.4K Hold
331
– – ﹤0.01% 228
2024
Q3 		$12.8K Hold
331
– – ﹤0.01% 219
2024
Q2 		$11.8K Buy
+331
New +$11.8K ﹤0.01% 203

Other funds holding SCHC

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Iron Horse Wealth Management's SCHC Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2025 at 331 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Iron Horse Wealth Management first reported a position in SCHC in Q2 2024 and has held it in 5 quarters since. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Iron Horse Wealth Management held 331 shares of Schwab International Small-Cap Equity ETF worth $14.1K as of Q2 2025.
  • Iron Horse Wealth Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2025.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #240 holding.
  • Iron Horse Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and has held it in 5 quarters since.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.