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Burk Holdings’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Burk Holdings’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 		$23.8K Sell
494
-146
-23% -$7.24K 0.01% 194
2026
Q1 		$29.9K Buy
+640
New +$31K 0.01% 170

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

Burk Holdings's SCHC Position: Q2 2026 in Review

Burk Holdings reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 23% in Q2 2026, selling an estimated $7.24K and leaving 494 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #194.

Burk Holdings first reported a position in SCHC in Q1 2026 and has held it in 2 quarters since. The position peaked at $29.9K in Q1 2026. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Burk Holdings held 494 shares of Schwab International Small-Cap Equity ETF worth $23.8K as of Q2 2026.
  • Burk Holdings sold 146 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $7.24K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #194 holding.
  • Burk Holdings first reported a position in Schwab International Small-Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's Schwab International Small-Cap Equity ETF position peaked at $29.9K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.