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Merriman Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$265K Buy
7,713
+144
+2% +$5.25K 0.01% 179
2024
Q3 		$292K Sell
7,569
-126
-2% -$4.64K 0.01% 174
2024
Q2 		$274K Sell
7,695
-150
-2% -$5.35K 0.01% 180
2024
Q1 		$281K Buy
7,845
+150
+2% +$5.16K 0.01% 174
2023
Q4 		$268K Hold
7,695
– – 0.01% 166
2023
Q3 		$248K Sell
7,695
-134,727
-95% -$4.57M 0.01% 162
2023
Q2 		$4.81M Sell
142,422
-7,760
-5% -$262K 0.24% 55
2023
Q1 		$5.06M Buy
150,182
+4,082
+3% +$136K 0.26% 45
2022
Q4 		$4.6M Buy
146,100
+138,415
+1,801% +$4.22M 0.24% 53
2022
Q3 		$213K Sell
7,685
-19,897
-72% -$627K 0.01% 163
2022
Q2 		$861K Sell
27,582
-3,412
-11% -$118K 0.06% 72
2022
Q1 		$1.18M Buy
30,994
+11,494
+59% +$440K 0.1% 73
2021
Q4 		$798K Buy
19,500
+143
+0.7% +$5.96K 0.06% 120
2021
Q3 		$804K Hold
19,357
– – 0.07% 111
2021
Q2 		$805K Buy
19,357
+215
+1% +$8.97K 0.07% 130
2021
Q1 		$755K Sell
19,142
-985
-5% -$38.4K 0.09% 104
2020
Q4 		$758K Sell
20,127
-16,633
-45% -$581K 0.08% 126
2020
Q3 		$1.2M Hold
36,760
– – 0.18% 75
2020
Q2 		$1.09M Sell
36,760
-99,521
-73% -$2.75M 0.17% 81
2020
Q1 		$3.33M Sell
136,281
-12,444
-8% -$383K 0.72% 23
2019
Q4 		$5.15M Buy
148,725
+1,372
+0.9% +$45.8K 0.99% 31
2019
Q3 		$4.69M Sell
147,353
-24,103
-14% -$767K 0.95% 33
2019
Q2 		$56.2K Buy
171,456
+17,440
+11% +$565K 1.08% 29
2019
Q1 		$4.97M Sell
154,016
-38,190
-20% -$1.21M 0.94% 37
2018
Q4 		$5.71M Buy
192,206
+126,744
+194% +$4.04M 1.23% 16
2018
Q3 		$2.33M Buy
+65,462
New +$2.34M 0.5% 39
2018
Q1 		– Sell
-211,460
Closed -$7.75M – 204
2017
Q4 		$7.75M Buy
211,460
+11,632
+6% +$421K 1.89% 9
2017
Q3 		$7.16M Sell
199,828
-775
-0.4% -$26.9K 1.7% 11
2017
Q2 		$6.75M Sell
200,603
-2,655
-1% -$86.9K 1.88% 12
2017
Q1 		$6.37M Buy
203,258
+196,116
+2,746% +$5.99M 1.55% 18
2016
Q4 		$209K Buy
+7,142
New +$211K 0.06% 119

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Merriman Wealth Management's SCHC Position: Q4 2024 in Review

Merriman Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.9% in Q4 2024, buying an estimated $5.25K and bringing the position to 7,713 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #179.

Merriman Wealth Management first reported a position in SCHC in Q4 2016 and has held it in 31 quarters since. The position peaked at $7.75M in Q4 2017. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Merriman Wealth Management held 7,713 shares of Schwab International Small-Cap Equity ETF worth $265K as of Q4 2024.
  • Merriman Wealth Management bought 144 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $5.25K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #179 holding.
  • Merriman Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2016 and has held it in 31 quarters since.
  • Merriman Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $7.75M in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.