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

LPF 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
Q1 		$4.39M Buy
122,492
+9,085
+8% +$324K 3.6% 8
2024
Q4 		$3.89M Buy
113,407
+4,888
+5% +$178K 3.26% 8
2024
Q3 		$4.18M Buy
108,519
+2,858
+3% +$105K 3.58% 8
2024
Q2 		$3.76M Buy
105,661
+1,626
+2% +$58K 3.47% 8
2024
Q1 		$3.72M Sell
104,035
-2,219
-2% -$76.3K 3.73% 8
2023
Q4 		$3.71M Buy
+106,254
New +$3.45M 3.94% 8

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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

LPF Advisors's SCHC Position: Q1 2025 in Review

LPF Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 8% in Q1 2025, buying an estimated $324K and bringing the position to 122,492 shares worth $4.39M. The position accounts for 3.6% of the portfolio, ranked #8.

LPF Advisors first reported a position in SCHC in Q4 2023 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • LPF Advisors held 122,492 shares of Schwab International Small-Cap Equity ETF worth $4.39M as of Q1 2025.
  • LPF Advisors bought 9,085 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $324K.
  • Schwab International Small-Cap Equity ETF made up 3.6% of LPF Advisors's portfolio in Q1 2025, its #8 holding.
  • LPF Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.