Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 170,759 | -3,149 | -1.8% | 1.50% | $7.8M | $45.53 |
| 2025 Q3 | REDUCED | 173,908 | -3,609 | -2.0% | 1.58% | $7.9M | $43.96 |
| 2025 Q2 | REDUCED | 177,517 | -11,659 | -6.2% | 1.61% | $7.6M | $41.14 |
| 2025 Q1 | REDUCED | 189,176 | -11,868 | -5.9% | 1.55% | $6.8M | $34.58 |
| 2024 Q4 | ADDED | 201,044 | +1,101 | +0.6% | 1.68% | $6.9M | $33.09 |
| 2024 Q3 | ADDED | 199,943 | +182 | +0.1% | 1.89% | $7.7M | $35.95 |
| 2024 Q2 | ADDED | 199,761 | +1,247 | +0.6% | 1.85% | $7.1M | $33.19 |
| 2024 Q1 | REDUCED | 198,514 | -6,799 | -3.3% | 1.87% | $7.1M | $33.30 |
| 2023 Q4 | ADDED | 205,313 | +197,543 | +2542.4% | 2.01% | $7.2M | $32.45 |
| 2023 Q3 | INITIATED | 7,770 | — | — | 0.21% | $226K | — |
As of 2025 Q4 — sorted by position size