SCHC — SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

Ownership history in Fund Evaluation Group, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC reported a position in SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.41% (2006 Q1)
Avg. % of fund
0.38%
First filed
2006 Q1
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 271,767 +128,370 +89.5% 0.41% $12.4M $45.53
2025 Q3 REDUCED 143,397 -414 -0.3% 0.24% $6.5M $43.96
2025 Q2 REDUCED 143,811 -11,569 -7.4% 0.24% $6.1M $41.14
2025 Q1 ADDED 155,380 +75,245 +93.9% 0.24% $5.6M $34.58
2024 Q4 REDUCED 80,135 -191,632 -70.5% 0.13% $2.8M $33.09
2012 Q2 UNCHANGED 271,767 — 0% 0.41% $12.4M $16.47
2012 Q1 UNCHANGED 271,767 — 0% 0.41% $12.4M $18.05
2011 Q4 UNCHANGED 271,767 — 0% 0.41% $12.4M $15.98
2011 Q3 UNCHANGED 271,767 — 0% 0.41% $12.4M $15.55
2011 Q2 UNCHANGED 271,767 — 0% 0.41% $12.4M $20.03
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHC price (monthly, adj. close)

Other funds also holding SCHC

As of 2025 Q4 — sorted by position size

Fort Vancouver Investment Management, LLC 4.57% Strategic Financial Planning, Inc. 3Y 4.41% McAdam, LLC 3Y 7Y 3.34% Upper Left Wealth Management, LLC 3Y 2.73% SageView Advisory Group, LLC 3Y 2.7% SIGNAL TREE FINANCIAL PARTNERS LLC 2.44% Courage Miller Partners, LLC 3Y 7Y 2.32% Brand Asset Management Group, Inc. 3Y 7Y 2.25% Brooklyn FI, LLC 3Y 2.13% Johnson Financial Group, LLC 3Y 7Y 2.09%
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