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

NBZ Investment 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
-16
Closed -$549 – 73
2024
Q4 		$549 Buy
+16
New +$583 ﹤0.01% 66

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SC
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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

NBZ Investment Advisors's SCHC Position: Q1 2025 in Review

NBZ Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 16 shares — an estimated $549 sold.

NBZ Investment Advisors first reported a position in SCHC in Q4 2024 and held it in 1 quarter. The position peaked at $549 in Q4 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • NBZ Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 16 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $549.
  • NBZ Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • NBZ Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $549 in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on NBZ Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.