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Sandy Spring Bank’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sandy Spring Bank’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 		$33.9K Sell
945
-65
-6% -$2.32K ﹤0.01% 651
2024
Q4 		$34.7K Sell
1,010
-63
-6% -$2.29K ﹤0.01% 655
2024
Q3 		$41.3K Buy
1,073
+63
+6% +$2.32K ﹤0.01% 627
2024
Q2 		$35.9K Hold
1,010
– – ﹤0.01% 650
2024
Q1 		$36.2K Sell
1,010
-235
-19% -$8.08K ﹤0.01% 639
2023
Q4 		$43.4K Hold
1,245
– – ﹤0.01% 589
2023
Q3 		$40.2K Sell
1,245
-363
-23% -$12.3K ﹤0.01% 582
2023
Q2 		$54.3K Buy
1,608
+363
+29% +$12.3K ﹤0.01% 533
2023
Q1 		$42K Hold
1,245
– – ﹤0.01% 557
2022
Q4 		$39.2K Buy
+1,245
New +$37.9K ﹤0.01% 570
2022
Q2 		– Sell
-179
Closed -$7K – 1168
2022
Q1 		$7K Buy
179
+49
+38% +$1.88K ﹤0.01% 923
2021
Q4 		$5K Buy
130
+117
+900% +$4.88K ﹤0.01% 1030
2021
Q3 		$1K Buy
+13
New +$552 ﹤0.01% 1116
2020
Q1 		– Sell
-322
Closed -$11K – 939
2019
Q4 		$11K Buy
+322
New +$10.7K ﹤0.01% 709

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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

Sandy Spring Bank's SCHC Position: Q1 2025 in Review

Sandy Spring Bank reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 6.4% in Q1 2025, selling an estimated $2.32K and leaving 945 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Sandy Spring Bank first reported a position in SCHC in Q4 2019 and has held it in 14 quarters since. The position peaked at $54.3K in Q2 2023. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Sandy Spring Bank held 945 shares of Schwab International Small-Cap Equity ETF worth $33.9K as of Q1 2025.
  • Sandy Spring Bank sold 65 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $2.32K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #651 holding.
  • Sandy Spring Bank first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 14 quarters since.
  • Sandy Spring Bank's Schwab International Small-Cap Equity ETF position peaked at $54.3K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.