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NorthRock Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-1,115
Closed -$40K – 876
2025
Q1 		$40K Hold
1,115
– – ﹤0.01% 702
2024
Q4 		$38.3K Buy
1,115
+54
+5% +$1.97K ﹤0.01% 669
2024
Q3 		$40.9K Hold
1,061
– – ﹤0.01% 707
2024
Q2 		$37.9K Buy
1,061
+1,021
+2,553% +$36.4K ﹤0.01% 684
2024
Q1 		$1.43K Sell
40
-347
-90% -$11.9K ﹤0.01% 798
2023
Q4 		$13.5K Buy
+387
New +$12.6K ﹤0.01% 672

Other funds holding SCHC

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

NorthRock Partners's SCHC Position: Q2 2025 in Review

NorthRock Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 1,115 shares — an estimated $40K sold.

NorthRock Partners first reported a position in SCHC in Q4 2023 and held it in 6 quarters. The position peaked at $40.9K in Q3 2024. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • NorthRock Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,115 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $40K.
  • NorthRock Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's Schwab International Small-Cap Equity ETF position peaked at $40.9K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.