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Black Diamond Financial’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Black Diamond Financial’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 		$268K Buy
5,579
+1
+0% +$50 0.02% 165
2026
Q1 		$261K Sell
5,578
-102
-2% -$4.93K 0.03% 156
2025
Q4 		$259K Buy
5,680
+21
+0.4% +$952 0.03% 157
2025
Q3 		$258K Sell
5,659
-598
-10% -$26.3K 0.03% 138
2025
Q2 		$266K Buy
6,257
+1
+0% +$39 0.04% 118
2025
Q1 		$224K Hold
6,256
– – 0.03% 133
2024
Q4 		$215K Sell
6,256
-60
-0.9% -$2.19K 0.03% 134
2024
Q3 		$243K Sell
6,316
-1,490
-19% -$54.9K 0.04% 121
2024
Q2 		$278K Sell
7,806
-250
-3% -$8.91K 0.05% 114
2024
Q1 		$281K Hold
8,056
– – 0.08% 90
2023
Q4 		$281K Sell
8,056
-285
-3% -$9.25K 0.08% 90
2023
Q3 		$269K Sell
8,341
-180
-2% -$6.1K 0.08% 87
2023
Q2 		$288K Buy
8,521
+3
+0% +$101 0.09% 89
2023
Q1 		$287K Sell
8,518
-435
-5% -$14.5K 0.09% 89
2022
Q4 		$282K Buy
8,953
+9
+0.1% +$274 0.1% 88
2022
Q3 		$248K Sell
8,944
-24
-0.3% -$756 0.1% 88
2022
Q2 		$280K Sell
8,968
-121
-1% -$4.19K 0.11% 89
2022
Q1 		$345K Sell
9,089
-510
-5% -$19.5K 0.11% 83
2021
Q4 		$393K Buy
9,599
+3,964
+70% +$165K 0.13% 64
2021
Q3 		$234K Sell
5,635
-3,950
-41% -$168K 0.11% 70
2021
Q2 		$399K Buy
9,585
+3
+0% +$125 0.16% 54
2021
Q1 		$378K Sell
9,582
-1,380
-13% -$53.8K 0.16% 53
2020
Q4 		$413K Buy
10,962
+409
+4% +$14.3K 0.19% 52
2020
Q3 		$343K Sell
10,553
-3,135
-23% -$100K 0.19% 51
2020
Q2 		$405K Sell
13,688
-31,714
-70% -$876K 0.26% 45
2020
Q1 		$1.11M Sell
45,402
-31,415
-41% -$966K 0.84% 30
2019
Q4 		$2.66M Sell
76,817
-9,136
-11% -$305K 1.93% 20
2019
Q3 		$2.7M Buy
85,953
+11,342
+15% +$361K 1.99% 20
2019
Q2 		$2.44M Buy
74,611
+4,135
+6% +$134K 2.08% 20
2019
Q1 		$2.27M Sell
70,476
-16,365
-19% -$517K 2.03% 20
2018
Q4 		$2.4M Buy
+86,841
New +$2.77M 1.89% 19

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

Black Diamond Financial's SCHC Position: Q2 2026 in Review

Black Diamond Financial increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.02% in Q2 2026, buying an estimated $50 and bringing the position to 5,579 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #165.

Black Diamond Financial first reported a position in SCHC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.7M in Q3 2019. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Black Diamond Financial held 5,579 shares of Schwab International Small-Cap Equity ETF worth $268K as of Q2 2026.
  • Black Diamond Financial bought 1 Schwab International Small-Cap Equity ETF share in Q2 2026, an estimated $50.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #165 holding.
  • Black Diamond Financial first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 31 quarters since.
  • Black Diamond Financial's Schwab International Small-Cap Equity ETF position peaked at $2.7M in Q3 2019.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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