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

McClarren Financial 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
Q2 		– Sell
-254
Closed -$105K – 252
2025
Q1 		$105K Buy
+254
New +$9.07K 0.07% 101
2024
Q4 		– Sell
-215
Closed -$563 – 292
2024
Q3 		$563 Buy
215
+144
+203% +$5.3K 0.07% 49
2024
Q2 		$99K Sell
71
-2,716
-97% -$96.8K 0.07% 109
2024
Q1 		$100K Buy
2,787
+1
+0% +$34 0.07% 105
2023
Q4 		$97K Buy
2,786
+72
+3% +$2.34K 0.07% 112
2023
Q3 		$87K Hold
2,714
– – 0.08% 111
2023
Q2 		$91K Buy
+2,714
New +$91.8K 0.08% 112

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

McClarren Financial Advisors's SCHC Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 254 shares — an estimated $105K sold.

McClarren Financial Advisors first reported a position in SCHC in Q2 2023 and held it in 7 quarters. The position peaked at $105K in Q1 2025. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 254 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $105K.
  • McClarren Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2023 and held it in 7 quarters.
  • McClarren Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $105K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.