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Braun-Bostich & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Braun-Bostich & Associates’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 		$1.98M Sell
41,087
-958
-2% -$47.5K 1.1% 24
2026
Q1 		$1.97M Sell
42,045
-2,756
-6% -$133K 1.23% 23
2025
Q4 		$2.04M Sell
44,801
-664
-1% -$30.1K 1.26% 25
2025
Q3 		$2.07M Sell
45,465
-1,502
-3% -$66K 1.3% 24
2025
Q2 		$2M Buy
46,967
+5,451
+13% +$211K 1.37% 23
2025
Q1 		$1.49M Sell
41,516
-2,775
-6% -$99.1K 1.1% 29
2024
Q4 		$1.52M Sell
44,291
-4,012
-8% -$146K 1.1% 26
2024
Q3 		$1.86M Sell
48,303
-5,402
-10% -$199K 1.3% 21
2024
Q2 		$1.91M Buy
53,705
+22,233
+71% +$792K 1.42% 19
2024
Q1 		$1.13M Buy
31,472
+10,539
+50% +$362K 0.94% 30
2023
Q4 		$730K Buy
+20,933
New +$679K 0.66% 40
2023
Q3 		– Sell
-20,247
Closed -$684K – 95
2023
Q2 		$684K Buy
20,247
+56
+0.3% +$1.89K 1.46% 24
2023
Q1 		$681K Sell
20,191
-545
-3% -$18.2K 1.61% 24
2022
Q4 		$653K Buy
20,736
+1,072
+5% +$32.7K 1.88% 23
2022
Q3 		$546K Sell
19,664
-1,650
-8% -$52K 1.67% 24
2022
Q2 		$666K Buy
21,314
+13,490
+172% +$467K 1.73% 23
2022
Q1 		$297K Buy
+7,824
New +$299K 0.64% 49

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

Braun-Bostich & Associates's SCHC Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.3% in Q2 2026, selling an estimated $47.5K and leaving 41,087 shares worth $1.98M. The position accounts for 1.1% of the portfolio, ranked #24.

Braun-Bostich & Associates first reported a position in SCHC in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.07M in Q3 2025. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Braun-Bostich & Associates held 41,087 shares of Schwab International Small-Cap Equity ETF worth $1.98M as of Q2 2026.
  • Braun-Bostich & Associates sold 958 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $47.5K.
  • Schwab International Small-Cap Equity ETF made up 1.1% of Braun-Bostich & Associates's portfolio in Q2 2026, its #24 holding.
  • Braun-Bostich & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • Braun-Bostich & Associates's Schwab International Small-Cap Equity ETF position peaked at $2.07M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.