Lowe Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Lowe Wealth 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 Q3	$1.09K	Buy	+24	New	+$1.05K	﹤0.01%	360
2024 Q2	–	Sell	-21	Closed	-$752	–	327
2024 Q1	$752	Sell	21 -125	-86%	-$4.3K	﹤0.01%	285
2023 Q4	$5.09K	Buy	146 +125	+595%	+$4.06K	﹤0.01%	249
2023 Q3	$677	Sell	21 -58	-73%	-$1.97K	﹤0.01%	284
2023 Q2	$2.67K	Hold	79	–	–	﹤0.01%	295
2023 Q1	$2.66K	Hold	79	–	–	﹤0.01%	289
2022 Q4	$2.49K	Hold	79	–	–	﹤0.01%	294
2022 Q3	$2K	Hold	79	–	–	﹤0.01%	298
2022 Q2	$2K	Hold	79	–	–	﹤0.01%	280
2022 Q1	$3K	Buy	+79	New	+$3.02K	﹤0.01%	276

Other funds holding SCHC

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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