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

Modus 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
Q1 		– Sell
-120
Closed -$4.12K – 263
2024
Q4 		$4.12K Buy
+120
New +$4.37K ﹤0.01% 260
2021
Q3 		– Sell
-120
Closed -$5K – 211
2021
Q2 		$5K Buy
+120
New +$5.01K ﹤0.01% 232
2020
Q3 		– Sell
-120
Closed -$4K – 183
2020
Q2 		$4K Buy
+120
New +$3.31K ﹤0.01% 192

Other funds holding SCHC

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Modus Advisors's SCHC Position: Q1 2025 in Review

Modus Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 120 shares — an estimated $4.12K sold.

Modus Advisors first reported a position in SCHC in Q2 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Modus Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Modus Advisors sold 120 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $4.12K.
  • Modus Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2020 and held it in 3 quarters.
  • Modus Advisors's Schwab International Small-Cap Equity ETF position peaked at $5K in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.