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Birchwood Financial Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Birchwood Financial Partners’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 		$283K Buy
5,882
+13
+0.2% +$645 0.23% 74
2026
Q1 		$274K Hold
5,869
– – 0.26% 71
2025
Q4 		$267K Buy
+5,869
New +$266K 0.27% 68

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SC
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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

Birchwood Financial Partners's SCHC Position: Q2 2026 in Review

Birchwood Financial Partners increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.22% in Q2 2026, buying an estimated $645 and bringing the position to 5,882 shares worth $283K. The position accounts for 0.23% of the portfolio, ranked #74.

Birchwood Financial Partners first reported a position in SCHC in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Birchwood Financial Partners held 5,882 shares of Schwab International Small-Cap Equity ETF worth $283K as of Q2 2026.
  • Birchwood Financial Partners bought 13 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $645.
  • Schwab International Small-Cap Equity ETF made up 0.23% of Birchwood Financial Partners's portfolio in Q2 2026, its #74 holding.
  • Birchwood Financial Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.