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Spire Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Spire Wealth Management’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
-334
Closed -$12K – 2534
2025
Q1 		$12K Buy
334
+146
+78% +$5.21K ﹤0.01% 1782
2024
Q4 		$6.46K Buy
188
+4
+2% +$146 ﹤0.01% 1979
2024
Q3 		$7.09K Buy
184
+108
+142% +$3.98K ﹤0.01% 1736
2024
Q2 		$2.7K Sell
76
-435
-85% -$15.5K ﹤0.01% 1954
2024
Q1 		$18.3K Buy
511
+436
+581% +$15K ﹤0.01% 1547
2023
Q4 		$2.51K Hold
75
– – ﹤0.01% 2101
2023
Q3 		$2.42K Hold
75
– – ﹤0.01% 2097
2023
Q2 		$2.53K Sell
75
-724
-91% -$24.5K ﹤0.01% 2159
2023
Q1 		$26.9K Buy
799
+724
+965% +$24.2K ﹤0.01% 1490
2022
Q4 		$2K Sell
75
-4
-5% -$122 ﹤0.01% 2099
2022
Q3 		$2K Sell
79
-229
-74% -$7.21K ﹤0.01% 1992
2022
Q2 		$10K Sell
308
-1,501
-83% -$52K ﹤0.01% 1928
2022
Q1 		$69K Buy
1,809
+1,207
+200% +$46.2K ﹤0.01% 1322
2021
Q4 		$25K Buy
602
+127
+27% +$5.3K ﹤0.01% 2042
2021
Q3 		$20K Sell
475
-636
-57% -$27K ﹤0.01% 1860
2021
Q2 		$46K Buy
1,111
+821
+283% +$34.3K ﹤0.01% 1516
2021
Q1 		$11K Buy
+290
New +$11.3K ﹤0.01% 2386

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

Spire Wealth Management's SCHC Position: Q2 2025 in Review

Spire Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2025, closing a stake of 334 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in SCHC in Q1 2021 and held it in 17 quarters. The position peaked at $69K in Q1 2022. 441 funds tracked by Wall St. Rank hold SCHC as of Q2 2025.

  • Spire Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 334 Schwab International Small-Cap Equity ETF shares in Q2 2025, an estimated $12K.
  • Spire Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $69K in Q1 2022.
  • 441 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.