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Capital Advisors Ltd’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Capital Advisors Ltd’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 		$95K Hold
1,969
– – 0.01% 405
2026
Q1 		$92K Buy
1,969
+530
+37% +$25.6K 0.01% 393
2025
Q4 		$66K Buy
+1,439
New +$65.2K 0.01% 440

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

Capital Advisors Ltd's SCHC Position: Q2 2026 in Review

Capital Advisors Ltd held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 1,969 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #405.

Capital Advisors Ltd 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.

  • Capital Advisors Ltd held 1,969 shares of Schwab International Small-Cap Equity ETF worth $95K as of Q2 2026.
  • Capital Advisors Ltd left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #405 holding.
  • Capital Advisors Ltd 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 Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.