Vise Technologies’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Vise Technologies’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
2026 Q1	$19.6M	Hold	431,323	–	–	0.39%	48
2025 Q4	$19.6M	Buy	431,323 +60,082	+16%	+$2.72M	0.38%	48
2025 Q3	$16.9M	Sell	371,241 -2,908	-0.8%	-$128K	0.63%	29
2025 Q2	$15.9M	Buy	+374,149	New	+$14.5M	0.66%	25
2024 Q4	$12.6M	Buy	366,588 +25,040	+7%	+$912K	1.05%	14
2024 Q3	$13.2M	Sell	341,548 -4,705	-1%	-$173K	1.67%	9
2024 Q2	$12.3M	Buy	346,253 +36,167	+12%	+$1.29M	2.16%	6
2024 Q1	$11.1M	Buy	310,086 +25,072	+9%	+$862K	2.19%	6
2023 Q4	$9.94M	Sell	285,014 -41,196	-13%	-$1.34M	2.14%	5
2023 Q3	$10.5M	Sell	326,210 -11,141	-3%	-$377K	2.59%	3
2023 Q2	$11.4M	Buy	337,351 +273	+0.1%	+$9.23K	2.76%	3
2023 Q1	$11.4M	Buy	337,078 +14,667	+5%	+$489K	2.99%	3
2022 Q4	$10.1M	Buy	322,411 +10,846	+3%	+$330K	3.18%	1
2022 Q3	$8.65M	Buy	311,565 +9,598	+3%	+$302K	3.26%	1
2022 Q2	$9.43M	Buy	301,967 +129,121	+75%	+$4.47M	3.66%	1
2022 Q1	$6.56M	Buy	+172,846	New	+$6.62M	2.47%	2

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return