OLVIG
SCHC icon

Oliver Lagore Vanvalin Investment Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$431 Buy
+12
New +$465 ﹤0.01% 615
2022
Q3 		– Sell
-111
Closed -$3K – 724
2022
Q2 		$3K Hold
111
– – ﹤0.01% 475
2022
Q1 		$4K Buy
+111
New +$4.25K ﹤0.01% 447

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 $11.5B AUM 18.82% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025: 12 shares worth $431. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SCHC as recently as Q2 2022.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHC in Q1 2022 and has held it in 3 quarters since. The position peaked at $4K in Q1 2022. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 12 shares of Schwab International Small-Cap Equity ETF worth $431 as of Q2 2025.
  • Schwab International Small-Cap Equity ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #615 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 3 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Schwab International Small-Cap Equity ETF position peaked at $4K in Q1 2022.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.