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

SVB Wealth’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
Q3 		– Sell
-9,860
Closed -$420K – 426
2025
Q2 		$420K Buy
+9,860
New +$382K 0.02% 320
2025
Q1 		– Sell
-18,784
Closed -$645K – 1742
2024
Q4 		$645K Buy
+18,784
New +$684K 0.01% 383
2024
Q3 		– Sell
-17,481
Closed -$622K – 492
2024
Q2 		$622K Buy
17,481
+7,180
+70% +$256K 0.02% 389
2024
Q1 		$369K Buy
10,301
+978
+10% +$33.6K 0.01% 565
2023
Q4 		$325K Buy
9,323
+1,803
+24% +$58.5K 0.01% 597
2023
Q3 		$243K Buy
7,520
+1,296
+21% +$43.9K 0.01% 685
2023
Q2 		$210K Buy
+6,224
New +$210K ﹤0.01% 808
2021
Q4 		– Sell
-6,970
Closed -$289K – 928
2021
Q3 		$289K Buy
+6,970
New +$296K ﹤0.01% 805
2020
Q1 		– Sell
-24,533
Closed -$850K – 676
2019
Q4 		$850K Buy
24,533
+1,422
+6% +$47.4K 0.02% 333
2019
Q3 		$735K Sell
23,111
-7,315
-24% -$233K 0.01% 316
2019
Q2 		$993K Buy
+30,426
New +$986K 0.03% 283

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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SVB Wealth's SCHC Position: Q3 2025 in Review

SVB Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 9,860 shares — an estimated $420K sold.

SVB Wealth first reported a position in SCHC in Q2 2019 and held it in 11 quarters. The position peaked at $993K in Q2 2019. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • SVB Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 9,860 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $420K.
  • SVB Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and held it in 11 quarters.
  • SVB Wealth's Schwab International Small-Cap Equity ETF position peaked at $993K in Q2 2019.
  • 455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.