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

Mutual 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
2026
Q1 		$406K Sell
8,681
-327
-4% -$15.8K 0.01% 986
2025
Q4 		$410K Sell
9,008
-143
-2% -$6.48K 0.01% 965
2025
Q3 		$420K Sell
9,151
-99
-1% -$4.35K 0.01% 932
2025
Q2 		$404K Sell
9,250
-232
-2% -$8.99K 0.01% 876
2025
Q1 		$355K Sell
9,482
-112
-1% -$4K 0.01% 845
2024
Q4 		$329K Buy
9,594
+4
+0% +$146 0.01% 861
2024
Q3 		$355K Sell
9,590
-202
-2% -$7.44K 0.01% 826
2024
Q2 		$357K Buy
9,792
+15
+0.2% +$535 0.01% 827
2024
Q1 		$350K Buy
+9,777
New +$336K 0.01% 818
2022
Q1 		– Sell
-9,105
Closed -$373K – 926
2021
Q4 		$373K Buy
9,105
+679
+8% +$28.3K 0.02% 667
2021
Q3 		$350K Buy
8,426
+564
+7% +$24K 0.02% 668
2021
Q2 		$327K Buy
7,862
+4
+0.1% +$167 0.02% 665
2021
Q1 		$310K Buy
7,858
+1,044
+15% +$40.7K 0.02% 623
2020
Q4 		$257K Sell
6,814
-1,274
-16% -$44.5K 0.02% 635
2020
Q3 		$263K Sell
8,088
-394
-5% -$12.6K 0.02% 571
2020
Q2 		$251K Buy
+8,482
New +$234K 0.02% 546
2019
Q3 		– Sell
-16,890
Closed -$551K – 594
2019
Q2 		$551K Buy
+16,890
New +$548K 0.07% 310

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