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Bell Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bell Investment 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
Q2 		$4.75M Buy
98,683
+203
+0.2% +$10.1K 0.7% 25
2026
Q1 		$4.6M Sell
98,480
-6,239
-6% -$302K 0.72% 26
2025
Q4 		$4.77M Buy
104,719
+185
+0.2% +$8.38K 0.75% 26
2025
Q3 		$4.76M Buy
104,534
+1,999
+2% +$87.8K 0.78% 27
2025
Q2 		$4.37M Sell
102,535
-3,457
-3% -$134K 0.75% 27
2025
Q1 		$3.8M Buy
105,992
+4,585
+5% +$164K 0.7% 27
2024
Q4 		$3.48M Buy
101,407
+3,386
+3% +$123K 0.65% 28
2024
Q3 		$3.78M Buy
98,021
+686
+0.7% +$25.3K 0.69% 27
2024
Q2 		$3.46M Sell
97,335
-3,169
-3% -$113K 0.68% 27
2024
Q1 		$3.6M Sell
100,504
-64,111
-39% -$2.2M 0.7% 27
2023
Q4 		$5.74M Sell
164,615
-6,084
-4% -$197K 1.18% 23
2023
Q3 		$5.51M Sell
170,699
-3,359
-2% -$114K 1.23% 21
2023
Q2 		$5.88M Sell
174,058
-337
-0.2% -$11.4K 1.3% 20
2023
Q1 		$5.88M Sell
174,395
-527
-0.3% -$17.6K 1.38% 19
2022
Q4 		$5.5M Buy
174,922
+24,980
+17% +$761K 1.37% 19
2022
Q3 		$4.16M Sell
149,942
-7,806
-5% -$246K 1.29% 20
2022
Q2 		$4.93M Buy
+157,748
New +$5.46M 1.51% 16
2021
Q4 		$5.78M Buy
141,193
+474
+0.3% +$19.8K 1.59% 15
2021
Q3 		$5.84M Buy
+140,719
New +$5.98M 1.73% 14

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 $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bell Investment Advisors's SCHC Position: Q2 2026 in Review

Bell Investment Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.21% in Q2 2026, buying an estimated $10.1K and bringing the position to 98,683 shares worth $4.75M. The position accounts for 0.7% of the portfolio, ranked #25.

Bell Investment Advisors first reported a position in SCHC in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.88M in Q1 2023. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Bell Investment Advisors held 98,683 shares of Schwab International Small-Cap Equity ETF worth $4.75M as of Q2 2026.
  • Bell Investment Advisors bought 203 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $10.1K.
  • Schwab International Small-Cap Equity ETF made up 0.7% of Bell Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Bell Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $5.88M in Q1 2023.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.