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

Modera 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
2026
Q1 		$2.17M Sell
46,338
-757
-2% -$36.6K 0.03% 250
2025
Q4 		$2.14M Sell
47,095
-6,321
-12% -$286K 0.02% 258
2025
Q3 		$2.43M Sell
53,416
-360
-0.7% -$15.8K 0.03% 243
2025
Q2 		$2.29M Sell
53,776
-962
-2% -$37.3K 0.03% 243
2025
Q1 		$1.96M Sell
54,738
-3,713
-6% -$133K 0.03% 247
2024
Q4 		$2.01M Buy
58,451
+11,415
+24% +$416K 0.02% 247
2024
Q3 		$1.81M Sell
47,036
-451
-0.9% -$16.6K 0.02% 245
2024
Q2 		$1.69M Buy
47,487
+4,741
+11% +$169K 0.02% 243
2024
Q1 		$1.53M Sell
42,746
-885
-2% -$30.4K 0.02% 253
2023
Q4 		$1.52M Buy
43,631
+69
+0.2% +$2.24K 0.03% 244
2023
Q3 		$1.4M Buy
43,562
+1,556
+4% +$52.7K 0.03% 248
2023
Q2 		$1.42M Buy
+42,006
New +$1.42M 0.03% 255

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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