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Lee, Danner & Bass’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Lee, Danner & Bass’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
-436
Closed -$15K – 614
2024
Q4 		$15K Buy
+436
New +$15.9K ﹤0.01% 498

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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

Lee, Danner & Bass's SCHC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 436 shares — an estimated $15K sold.

Lee, Danner & Bass first reported a position in SCHC in Q4 2024 and held it in 1 quarter. The position peaked at $15K in Q4 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 436 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $15K.
  • Lee, Danner & Bass first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab International Small-Cap Equity ETF position peaked at $15K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.