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Windsor Advisory Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Windsor Advisory 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
Q1 		– Sell
-905
Closed -$31.1K – 67
2024
Q4 		$31.1K Buy
+905
New +$33K 0.04% 72

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

Windsor Advisory Group's SCHC Position: Q1 2025 in Review

Windsor Advisory Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 905 shares — an estimated $31.1K sold.

Windsor Advisory Group first reported a position in SCHC in Q4 2024 and held it in 1 quarter. The position peaked at $31.1K in Q4 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Windsor Advisory Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 905 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $31.1K.
  • Windsor Advisory Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Windsor Advisory Group's Schwab International Small-Cap Equity ETF position peaked at $31.1K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on Windsor Advisory Group's 13F filing for Q1 2025, filed 15 May 2025.