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Beacon Pointe Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Beacon Pointe Advisors’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
Q1 		$999K Buy
21,367
+2,099
+11% +$102K 0.01% 995
2025
Q4 		$877K Buy
19,268
+816
+4% +$37K 0.01% 877
2025
Q3 		$840K Sell
18,452
-1,795
-9% -$78.8K 0.01% 825
2025
Q2 		$862K Buy
20,247
+360
+2% +$13.9K 0.01% 712
2025
Q1 		$714K Sell
19,887
-100
-0.5% -$3.57K 0.01% 731
2024
Q4 		$686K Buy
19,987
+1,072
+6% +$39.1K 0.01% 732
2024
Q3 		$729K Buy
18,915
+178
+0.9% +$6.55K 0.01% 727
2024
Q2 		$667K Sell
18,737
-284
-1% -$10.1K 0.01% 773
2024
Q1 		$681K Buy
19,021
+3,754
+25% +$129K 0.01% 797
2023
Q4 		$533K Sell
15,267
-3,856
-20% -$125K 0.01% 875
2023
Q3 		$617K Buy
+19,123
New +$648K 0.01% 799
2023
Q2 		– Sell
-18,395
Closed -$620K – 1177
2023
Q1 		$620K Buy
+18,395
New +$614K 0.01% 688

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beacon Pointe Advisors's SCHC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 11% in Q1 2026, buying an estimated $102K and bringing the position to 21,367 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #995.

Beacon Pointe Advisors first reported a position in SCHC in Q1 2023 and has held it in 12 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Beacon Pointe Advisors held 21,367 shares of Schwab International Small-Cap Equity ETF worth $999K as of Q1 2026.
  • Beacon Pointe Advisors bought 2,099 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $102K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #995 holding.
  • Beacon Pointe Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2023 and has held it in 12 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.