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 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 $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Berger Financial Group's SCHC Position: Q1 2026 in Review

Berger Financial Group increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 30% in Q1 2026, buying an estimated $122K and bringing the position to 10,855 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #293.

Berger Financial Group first reported a position in SCHC in Q4 2020 and has held it in 10 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

Berger Financial Group held 10,855 shares of Schwab International Small-Cap Equity ETF worth $507K as of Q1 2026.
Berger Financial Group bought 2,524 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $122K.
Schwab International Small-Cap Equity ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #293 holding.
Berger Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 10 quarters since.
489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.