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

Sterling 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
2024
Q4 		$582K Buy
16,960
+6
+0% +$219 0.22% 54
2024
Q3 		$653K Sell
16,954
-2,367
-12% -$87.2K 0.24% 51
2024
Q2 		$687K Hold
19,321
– – 0.33% 44
2024
Q1 		$692K Hold
19,321
– – 0.34% 43
2023
Q4 		$674K Buy
+19,321
New +$627K 0.38% 39

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Sterling Wealth Management's SCHC Position: Q4 2024 in Review

Sterling Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.04% in Q4 2024, buying an estimated $219 and bringing the position to 16,960 shares worth $582K. The position accounts for 0.22% of the portfolio, ranked #54.

Sterling Wealth Management first reported a position in SCHC in Q4 2023 and has held it in 5 quarters since. The position peaked at $692K in Q1 2024. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Sterling Wealth Management held 16,960 shares of Schwab International Small-Cap Equity ETF worth $582K as of Q4 2024.
  • Sterling Wealth Management bought 6 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $219.
  • Schwab International Small-Cap Equity ETF made up 0.22% of Sterling Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Sterling Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 5 quarters since.
  • Sterling Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $692K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Sterling Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.