Atomi Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Atomi Financial Group’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	$4.6M	Sell	95,665 -6,054	-6%	-$300K	0.12%	141
2026 Q1	$4.75M	Buy	101,719 +3,162	+3%	+$153K	0.15%	126
2025 Q4	$4.49M	Sell	98,557 -9,822	-9%	-$445K	0.13%	123
2025 Q3	$4.93M	Sell	108,379 -15,818	-13%	-$695K	0.16%	106
2025 Q2	$5.29M	Sell	124,197 -3,088	-2%	-$120K	0.2%	87
2025 Q1	$4.57M	Buy	127,285 +120,815	+1,867%	+$4.31M	0.21%	92
2024 Q4	$222K	Buy	6,470 +877	+16%	+$31.9K	0.01%	867
2024 Q3	$215K	Sell	5,593 -216	-4%	-$7.95K	0.01%	828
2024 Q2	$207K	Buy	+5,809	New	+$207K	0.02%	727
2024 Q1	–	Sell	-6,184	Closed	-$216K	–	760
2023 Q4	$216K	Buy	+6,184	New	+$201K	0.03%	524

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

Atomi Financial Group's SCHC Position: Q2 2026 in Review

Atomi Financial Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 6% in Q2 2026, selling an estimated $300K and leaving 95,665 shares worth $4.6M. The position accounts for 0.12% of the portfolio, ranked #141.

Atomi Financial Group first reported a position in SCHC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q2 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Atomi Financial Group held 95,665 shares of Schwab International Small-Cap Equity ETF worth $4.6M as of Q2 2026.
Atomi Financial Group sold 6,054 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $300K.
Schwab International Small-Cap Equity ETF made up 0.12% of Atomi Financial Group's portfolio in Q2 2026, its #141 holding.
Atomi Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's Schwab International Small-Cap Equity ETF position peaked at $5.29M in Q2 2025.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.