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Vishria Bird Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Vishria Bird Financial Group’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 		$265K Hold
5,822
– – 0.05% 87
2025
Q2 		$248K Hold
5,822
– – 0.08% 83
2025
Q1 		$209K Buy
+5,822
New +$208K 0.07% 80
2024
Q4 		– Sell
-6,302
Closed -$243K – 83
2024
Q3 		$243K Buy
+6,302
New +$232K 0.09% 76

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

Vishria Bird Financial Group's SCHC Position: Q3 2025 in Review

Vishria Bird Financial Group held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2025 at 5,822 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #87.

Vishria Bird Financial Group first reported a position in SCHC in Q3 2024 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • Vishria Bird Financial Group held 5,822 shares of Schwab International Small-Cap Equity ETF worth $265K as of Q3 2025.
  • Vishria Bird Financial Group left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2025.
  • Schwab International Small-Cap Equity ETF made up 0.05% of Vishria Bird Financial Group's portfolio in Q3 2025, its #87 holding.
  • Vishria Bird Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.