SYM Financial Corp’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

SYM Financial Corp’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	-415	Closed	-$17.7K	–	456
2025 Q2	$17.7K	Buy	+415	New	+$16.1K	﹤0.01%	389
2025 Q1	–	Sell	-492	Closed	-$16.9K	–	378
2024 Q4	$16.9K	Hold	492	–	–	﹤0.01%	307
2024 Q3	$19K	Hold	492	–	–	﹤0.01%	245
2024 Q2	$17.5K	Buy	+492	New	+$17.5K	﹤0.01%	231
2023 Q3	–	Sell	-13	Closed	-$439	–	194
2023 Q2	$439	Buy	+13	New	+$440	﹤0.01%	123
2022 Q4	–	Sell	-9	Closed	–	–	126
2022 Q3	$0	Buy	+9	New	+$283	﹤0.01%	117

Other funds holding SCHC

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SYM Financial Corp's SCHC Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 415 shares — an estimated $17.7K sold.

SYM Financial Corp first reported a position in SCHC in Q3 2022 and held it in 6 quarters. The position peaked at $19K in Q3 2024. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

SYM Financial Corp reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 415 Schwab International Small-Cap Equity ETF shares in Q3 2025, an estimated $17.7K.
SYM Financial Corp first reported a position in Schwab International Small-Cap Equity ETF in Q3 2022 and held it in 6 quarters.
SYM Financial Corp's Schwab International Small-Cap Equity ETF position peaked at $19K in Q3 2024.
455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.