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Capital Insight Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Capital Insight 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
Q1 		– Sell
-14,709
Closed -$670K – 90
2025
Q4 		$670K Sell
14,709
-4,838
-25% -$219K 0.14% 93
2025
Q3 		$890K Sell
19,547
-1,442
-7% -$63.3K 0.15% 98
2025
Q2 		$894K Sell
20,989
-1,633
-7% -$63.3K 0.16% 98
2025
Q1 		$812K Sell
22,622
-192,808
-89% -$6.88M 0.14% 109
2024
Q4 		$7.4M Sell
215,430
-30,643
-12% -$1.12M 1.28% 21
2024
Q3 		$9.48M Buy
246,073
+6,922
+3% +$255K 1.66% 13
2024
Q2 		$8.51M Sell
239,151
-3,855
-2% -$137K 1.61% 13
2024
Q1 		$8.7M Buy
243,006
+8,886
+4% +$306K 1.63% 12
2023
Q4 		$8.17M Buy
234,120
+5,270
+2% +$171K 1.67% 10
2023
Q3 		$7.38M Buy
228,850
+8,021
+4% +$272K 1.68% 11
2023
Q2 		$7.46M Buy
220,829
+3,312
+2% +$112K 1.67% 10
2023
Q1 		$7.33M Buy
217,517
+3,817
+2% +$127K 1.72% 11
2022
Q4 		$6.73M Buy
213,700
+2,071
+1% +$63.1K 1.74% 11
2022
Q3 		$5.87M Sell
211,629
-572
-0.3% -$18K 1.58% 12
2022
Q2 		$6.63M Buy
212,201
+5,350
+3% +$185K 1.55% 10
2022
Q1 		$7.85M Sell
206,851
-5,682
-3% -$217K 1.6% 11
2021
Q4 		$8.7M Buy
212,533
+17,014
+9% +$710K 1.77% 9
2021
Q3 		$8.12M Buy
195,519
+10,887
+6% +$462K 1.76% 9
2021
Q2 		$7.68M Buy
184,632
+9,567
+5% +$399K 1.74% 11
2021
Q1 		$6.9M Buy
175,065
+4,476
+3% +$175K 1.68% 11
2020
Q4 		$6.42M Buy
170,589
+2,056
+1% +$71.8K 1.62% 11
2020
Q3 		$5.48M Buy
168,533
+579
+0.3% +$18.5K 1.54% 14
2020
Q2 		$4.97M Buy
167,954
+758
+0.5% +$20.9K 1.57% 13
2020
Q1 		$4.08M Buy
+167,196
New +$5.14M 2.16% 8

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Capital Insight Partners's SCHC Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026, closing a stake of 14,709 shares — an estimated $670K sold.

Capital Insight Partners first reported a position in SCHC in Q1 2020 and held it in 24 quarters. The position peaked at $9.48M in Q3 2024. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Capital Insight Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 14,709 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $670K.
  • Capital Insight Partners first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and held it in 24 quarters.
  • Capital Insight Partners's Schwab International Small-Cap Equity ETF position peaked at $9.48M in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.