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Marshall Financial Group (Pennsylvania)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$926K Hold
20,339
– – 0.25% 32
2025
Q2 		$866K Sell
20,339
-237
-1% -$9.18K 0.26% 32
2025
Q1 		$738K Sell
20,576
-738
-3% -$26.4K 0.23% 32
2024
Q4 		$732K Buy
21,314
+693
+3% +$25.2K 0.22% 34
2024
Q3 		$795K Buy
20,621
+4,199
+26% +$155K 0.24% 34
2024
Q2 		$584K Sell
16,422
-52
-0.3% -$1.85K 0.19% 37
2024
Q1 		$590K Buy
16,474
+108
+0.7% +$3.71K 0.19% 37
2023
Q4 		$571K Buy
16,366
+421
+3% +$13.7K 0.2% 36
2023
Q3 		$514K Hold
15,945
– – 0.21% 34
2023
Q2 		$538K Buy
15,945
+79
+0.5% +$2.67K 0.21% 34
2023
Q1 		$535K Hold
15,866
– – 0.22% 37
2022
Q4 		$499K Buy
15,866
+271
+2% +$8.26K 0.21% 38
2022
Q3 		$433K Hold
15,595
– – 0.2% 40
2022
Q2 		$487K Hold
15,595
– – 0.22% 38
2022
Q1 		$592K Buy
15,595
+6
+0% +$230 0.24% 37
2021
Q4 		$638K Sell
15,589
-1,819
-10% -$75.9K 0.25% 37
2021
Q3 		$723K Hold
17,408
– – 0.3% 33
2021
Q2 		$724K Buy
17,408
+89
+0.5% +$3.71K 0.31% 31
2021
Q1 		$683K Hold
17,319
– – 0.31% 31
2020
Q4 		$652K Buy
17,319
+280
+2% +$9.78K 0.32% 32
2020
Q3 		$554K Hold
17,039
– – 0.33% 32
2020
Q2 		$504K Sell
17,039
-4,519
-21% -$125K 0.33% 33
2020
Q1 		$526K Buy
21,558
+6,584
+44% +$202K 0.43% 30
2019
Q4 		$519K Buy
14,974
+55
+0.4% +$1.83K 0.35% 33
2019
Q3 		$474K Buy
14,919
+9
+0.1% +$286 0.36% 31
2019
Q2 		$487K Sell
14,910
-1,891
-11% -$61.3K 0.37% 31
2019
Q1 		$542K Sell
16,801
-17,953
-52% -$567K 0.44% 27
2018
Q4 		$1.01M Buy
+34,754
New +$1.11M 0.96% 19

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

Marshall Financial Group (Pennsylvania)'s SCHC Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2025 at 20,339 shares worth $926K. The position accounts for 0.25% of the portfolio, ranked #32.

Marshall Financial Group (Pennsylvania) first reported a position in SCHC in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.01M in Q4 2018. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 20,339 shares of Schwab International Small-Cap Equity ETF worth $926K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2025.
  • Schwab International Small-Cap Equity ETF made up 0.25% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #32 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Schwab International Small-Cap Equity ETF position peaked at $1.01M in Q4 2018.
  • 455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.