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

Medallion 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 		– Sell
-49
Closed -$2.09K – 1120
2025
Q2 		$2.09K Hold
49
– – ﹤0.01% 951
2025
Q1 		$1.76K Hold
49
– – ﹤0.01% 937
2024
Q4 		$1.68K Buy
+49
New +$1.78K ﹤0.01% 883

Other funds holding SCHC

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Medallion Wealth Advisors's SCHC Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 49 shares — an estimated $2.09K sold.

Medallion Wealth Advisors first reported a position in SCHC in Q4 2024 and held it in 3 quarters. The position peaked at $2.09K in Q2 2025. 457 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 49 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $2.09K.
  • Medallion Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $2.09K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.