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SageView Advisory Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

SageView Advisory 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
Q4 		$79.9M Sell
1,754,109
-161,147
-8% -$7.3M 2.7% 9
2025
Q3 		$87.2M Sell
1,915,256
-9,950
-0.5% -$437K 3.01% 8
2025
Q2 		$82.7M Buy
1,925,206
+130,245
+7% +$5.05M 3.13% 8
2025
Q1 		$64.4M Buy
1,794,961
+130,557
+8% +$4.66M 2.75% 9
2024
Q4 		$57.1M Buy
1,664,404
+403,382
+32% +$14.7M 2.46% 8
2024
Q3 		$48.6M Sell
1,261,022
-237,910
-16% -$8.76M 2.47% 9
2024
Q2 		$53.3M Buy
+1,498,932
New +$53.4M 2.48% 8
2024
Q1 		– Sell
-1,621,136
Closed -$55.3M – 753
2023
Q4 		$55.3M Buy
1,621,136
+457,666
+39% +$14.8M 2.38% 9
2023
Q3 		$37.5M Buy
1,163,470
+20,173
+2% +$684K 2.15% 8
2023
Q2 		$38.6M Buy
1,143,297
+224,227
+24% +$7.58M 2.15% 8
2023
Q1 		$31M Buy
919,070
+350,299
+62% +$11.7M 1.98% 9
2022
Q4 		$17.9M Buy
+568,771
New +$17.3M 1.45% 11

Other funds holding SCHC

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SageView Advisory Group's SCHC Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 8.4% in Q4 2025, selling an estimated $7.3M and leaving 1,754,109 shares worth $79.9M. The position accounts for 2.7% of the portfolio, ranked #9.

SageView Advisory Group first reported a position in SCHC in Q4 2022 and has held it in 12 quarters since. The position peaked at $87.2M in Q3 2025. 492 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • SageView Advisory Group held 1,754,109 shares of Schwab International Small-Cap Equity ETF worth $79.9M as of Q4 2025.
  • SageView Advisory Group sold 161,147 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $7.3M.
  • Schwab International Small-Cap Equity ETF made up 2.7% of SageView Advisory Group's portfolio in Q4 2025, its #9 holding.
  • SageView Advisory Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's Schwab International Small-Cap Equity ETF position peaked at $87.2M in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.