WTFG
SCHC icon

Wood Tarver Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Wood Tarver 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 		– Sell
-12
Closed – – 543
2025
Q2 		$0 Hold
12
– – ﹤0.01% 687
2025
Q1 		$431 Hold
12
– – ﹤0.01% 653
2024
Q4 		$0 Buy
+12
New +$437 ﹤0.01% 750

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

Wood Tarver Financial Group's SCHC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2025, closing a stake of 12 shares.

Wood Tarver Financial Group first reported a position in SCHC in Q4 2024 and held it in 3 quarters. The position peaked at $431 in Q1 2025. 455 funds tracked by Wall St. Rank hold SCHC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 12 Schwab International Small-Cap Equity ETF shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Schwab International Small-Cap Equity ETF position peaked at $431 in Q1 2025.
  • 455 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.