SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

Ownership history in Nicholas Hoffman & Company, LLC.  ·  20 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows SCHC at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Hoffman & Company, LLC.'s position in SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHC was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nicholas Hoffman & Company, LLC. held SCHC — position size vs. price
% of Fund (quarterly)    SCHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 284,622 +3,896 +1.4% 0.30% $13.0M 2026-02-14 (Est.) $50.35
2025 Q3 ADDED 280,726 +4,553 +1.6% 0.31% $12.8M 2025-11-12 $43.94
2025 Q2 ADDED 276,173 +2,578 +0.9% 0.30% $11.8M 2025-08-06 $41.95
2025 Q1 ADDED 273,595 +10,739 +4.1% 0.37% $9.8M 2025-05-09 $37.30
2024 Q4 ADDED 262,856 +23,201 +9.7% 0.36% $9.0M 2025-01-31 $34.00
2024 Q3 ADDED 239,655 +6,095 +2.6% 0.39% $9.2M 2024-10-25 $34.36
2024 Q2 ADDED 233,560 +13,742 +6.3% 0.39% $8.3M 2024-08-02 $33.17
2024 Q1 ADDED 219,818 +12,984 +6.3% 0.40% $7.9M 2024-04-22 $32.02
2023 Q4 ADDED 206,834 +61,574 +42.4% 0.43% $7.2M 2024-02-01 $31.85
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nicholas Hoffman & Company, LLC. and SCHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nicholas Hoffman & Company, LLC. reported owning SCHC?

Nicholas Hoffman & Company, LLC. reported SCHC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHC position in Nicholas Hoffman & Company, LLC.'s portfolio?

The largest reported portfolio weight for SCHC was 0.43% in 2023 Q4.

What is the latest reported SCHC position on this page?

The most recent filing on this page is 2025 Q4, when Nicholas Hoffman & Company, LLC. reported 284,622 shares, equal to 0.30% of portfolio, with an estimated market value of $13.0M.

What does the chart on this SCHC ownership page compare?

The chart compares Nicholas Hoffman & Company, LLC.'s quarterly SCHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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