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Aspen Grove Capital’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Aspen Grove Capital’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 		$250K Buy
5,201
+8
+0.2% +$397 0.04% 186
2026
Q1 		$243K Hold
5,193
– – 0.05% 168
2025
Q4 		$237K Buy
5,193
+67
+1% +$3.04K 0.04% 171
2025
Q3 		$233K Hold
5,126
– – 0.04% 176
2025
Q2 		$218K Buy
+5,126
New +$199K 0.04% 205

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Aspen Grove Capital's SCHC Position: Q2 2026 in Review

Aspen Grove Capital increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.15% in Q2 2026, buying an estimated $397 and bringing the position to 5,201 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #186.

Aspen Grove Capital first reported a position in SCHC in Q2 2025 and has held it in 5 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Aspen Grove Capital held 5,201 shares of Schwab International Small-Cap Equity ETF worth $250K as of Q2 2026.
  • Aspen Grove Capital bought 8 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $397.
  • Schwab International Small-Cap Equity ETF made up 0.04% of Aspen Grove Capital's portfolio in Q2 2026, its #186 holding.
  • Aspen Grove Capital first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.