Access Investment Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Access Investment Management’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
2026 Q2	$96.2K	Hold	2,000	–	–	0.02%	81
2026 Q1	$93.5K	Hold	2,000	–	–	0.02%	90
2025 Q4	$91K	Hold	2,000	–	–	0.02%	81
2025 Q3	$91K	Hold	2,000	–	–	0.02%	81
2025 Q2	$85.2K	Buy	+2,000	New	+$77.5K	0.02%	81
2024 Q4	$68.7K	Hold	2,000	–	–	0.02%	85
2024 Q3	$77.1K	Hold	2,000	–	–	0.02%	86
2024 Q2	$71.2K	Hold	2,000	–	–	0.02%	87
2024 Q1	$71.6K	Hold	2,000	–	–	0.02%	84
2023 Q4	$69.8K	Buy	+2,000	New	+$64.9K	0.03%	78

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Access Investment Management's SCHC Position: Q2 2026 in Review

Access Investment Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 2,000 shares worth $96.2K. The position accounts for 0.02% of the portfolio, ranked #81.

Access Investment Management first reported a position in SCHC in Q4 2023 and has held it in 10 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Access Investment Management held 2,000 shares of Schwab International Small-Cap Equity ETF worth $96.2K as of Q2 2026.
Access Investment Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
Schwab International Small-Cap Equity ETF made up 0.02% of Access Investment Management's portfolio in Q2 2026, its #81 holding.
Access Investment Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.