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Truvestments Capital’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-47
Closed -$1.61K – 1134
2024
Q4 		$1.61K Hold
47
– – ﹤0.01% 874
2024
Q3 		$1.81K Buy
+47
New +$1.73K ﹤0.01% 809
2023
Q3 		– Sell
-123
Closed -$4.15K – 707
2023
Q2 		$4.15K Buy
+123
New +$4.16K ﹤0.01% 544

Other funds holding SCHC

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Truvestments Capital's SCHC Position: Q1 2025 in Review

Truvestments Capital sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 47 shares — an estimated $1.61K sold.

Truvestments Capital first reported a position in SCHC in Q2 2023 and held it in 3 quarters. The position peaked at $4.15K in Q2 2023. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Truvestments Capital reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 47 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $1.61K.
  • Truvestments Capital first reported a position in Schwab International Small-Cap Equity ETF in Q2 2023 and held it in 3 quarters.
  • Truvestments Capital's Schwab International Small-Cap Equity ETF position peaked at $4.15K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.