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Kathleen S. Wright Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$5.78M Buy
127,093
+985
+0.8% +$43.3K 2.15% 13
2025
Q2 		$5.37M Sell
126,108
-7,136
-5% -$276K 2.1% 13
2025
Q1 		$4.78M Sell
133,244
-1,631
-1% -$58.2K 1.98% 13
2024
Q4 		$4.63M Sell
134,875
-10,049
-7% -$366K 1.93% 15
2024
Q3 		$5.58M Buy
144,924
+6,807
+5% +$251K 2.3% 9
2024
Q2 		$4.91M Sell
138,117
-1,112
-0.8% -$39.6K 2.26% 10
2024
Q1 		$4.98M Sell
139,229
-2,398
-2% -$82.5K 2.35% 9
2023
Q4 		$4.94M Sell
141,627
-11,321
-7% -$367K 2.51% 9
2023
Q3 		$4.93M Buy
152,948
+5,558
+4% +$188K 2.76% 9
2023
Q2 		$4.98M Buy
147,390
+308
+0.2% +$10.4K 3.17% 9
2023
Q1 		$4.96M Sell
147,082
-198
-0.1% -$6.61K 3.25% 8
2022
Q4 		$4.63M Buy
147,280
+7,567
+5% +$231K 3.14% 7
2022
Q3 		$3.88M Sell
139,713
-19,680
-12% -$620K 3.14% 5
2022
Q2 		$4.98M Buy
159,393
+11,346
+8% +$393K 4.19% 3
2022
Q1 		$5.62M Buy
148,047
+8,297
+6% +$318K 4.1% 3
2021
Q4 		$5.72M Buy
+139,750
New +$5.83M 4.21% 3

Other funds holding SCHC

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Kathleen S. Wright Associates's SCHC Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.78% in Q3 2025, buying an estimated $43.3K and bringing the position to 127,093 shares worth $5.78M. The position accounts for 2.15% of the portfolio, ranked #13.

Kathleen S. Wright Associates first reported a position in SCHC in Q4 2021 and has held it in 16 quarters since. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • Kathleen S. Wright Associates held 127,093 shares of Schwab International Small-Cap Equity ETF worth $5.78M as of Q3 2025.
  • Kathleen S. Wright Associates bought 985 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $43.3K.
  • Schwab International Small-Cap Equity ETF made up 2.15% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #13 holding.
  • Kathleen S. Wright Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • 455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.