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

Berger 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	$399K	Sell	8,289 -2,566	-24%	-$127K	0.02%	331
2026 Q1	$507K	Buy	10,855 +2,524	+30%	+$122K	0.03%	293
2025 Q4	$379K	Buy	8,331 +234	+3%	+$10.6K	0.02%	329
2025 Q3	$369K	Buy	8,097 +2,795	+53%	+$123K	0.02%	319
2025 Q2	$226K	Buy	+5,302	New	+$205K	0.01%	385
2022 Q3	–	Sell	-6,443	Closed	-$201K	–	256
2022 Q2	$201K	Sell	6,443 -86	-1%	-$2.98K	0.03%	235
2022 Q1	$248K	Buy	6,529 +520	+9%	+$19.9K	0.03%	236
2021 Q4	$246K	Buy	6,009 +939	+19%	+$39.2K	0.03%	232
2021 Q3	$211K	Buy	+5,070	New	+$215K	0.04%	202
2021 Q2	–	Sell	-5,854	Closed	-$231K	–	208
2021 Q1	$231K	Sell	5,854 -599	-9%	-$23.4K	0.05%	175
2020 Q4	$243K	Buy	+6,453	New	+$225K	0.04%	179

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

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

Berger Financial Group reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 24% in Q2 2026, selling an estimated $127K and leaving 8,289 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #331.

Berger Financial Group first reported a position in SCHC in Q4 2020 and has held it in 11 quarters since. The position peaked at $507K in Q1 2026. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Berger Financial Group held 8,289 shares of Schwab International Small-Cap Equity ETF worth $399K as of Q2 2026.
Berger Financial Group sold 2,566 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $127K.
Schwab International Small-Cap Equity ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #331 holding.
Berger Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 11 quarters since.
Berger Financial Group's Schwab International Small-Cap Equity ETF position peaked at $507K in Q1 2026.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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