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M Holdings Securities’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-10,136
Closed -$342K – 401
2023
Q1 		$342K Buy
+10,136
New +$338K 0.04% 325

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

M Holdings Securities's SCHC Position: Q2 2025 in Review

M Holdings Securities sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 139,003 shares — an estimated $4.99M sold.

M Holdings Securities first reported a position in SCHC in Q3 2023 and held it in 5 quarters. The position peaked at $4.99M in Q1 2025. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • M Holdings Securities reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • M Holdings Securities sold 139,003 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $4.99M.
  • M Holdings Securities first reported a position in Schwab International Small-Cap Equity ETF in Q3 2023 and held it in 5 quarters.
  • M Holdings Securities's Schwab International Small-Cap Equity ETF position peaked at $4.99M in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.