Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SIS
Sound Income Strategies’s
Schwab International Small-Cap Equity ETF
SCHC
Stock Holding History
Sound Income Strategies’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
2026
Q1
$16K
Hold
338
–
–
﹤0.01%
1282
2025
Q4
$16.1K
Buy
+338
New
+$15.3K
﹤0.01%
1248
2023
Q4
–
Sell
-200
Closed
-$6.45K
–
1386
2023
Q3
$6.45K
Hold
200
–
–
﹤0.01%
687
2023
Q2
$6.75K
Buy
+200
New
+$6.76K
﹤0.01%
674
2021
Q2
–
Sell
-161
Closed
-$6.35K
–
1019
2021
Q1
$6.35K
Buy
+161
New
+$6.28K
﹤0.01%
580
2020
Q1
–
Sell
-7
Closed
–
–
860
2019
Q4
$0
Buy
+7
New
+$233
﹤0.01%
767
Other funds holding SCHC
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ML
McAdam LLC
Philadelphia, Pennsylvania
$2.22B AUM
16.98%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close