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Carter Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Carter Financial Group’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 		$2.49M Buy
51,810
+2,517
+5% +$125K 1.29% 19
2026
Q1 		$2.3M Sell
49,293
-3,268
-6% -$158K 1.43% 17
2025
Q4 		$2.39M Buy
52,561
+1,416
+3% +$64.2K 1.42% 19
2025
Q3 		$2.33M Buy
51,145
+1,219
+2% +$53.5K 1.41% 18
2025
Q2 		$2.13M Buy
+49,926
New +$1.93M 1.39% 16
2022
Q1 		$1.25M Buy
+33,036
New +$1.26M 1.68% 10

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

Carter Financial Group's SCHC Position: Q2 2026 in Review

Carter Financial Group increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.1% in Q2 2026, buying an estimated $125K and bringing the position to 51,810 shares worth $2.49M. The position accounts for 1.29% of the portfolio, ranked #19.

Carter Financial Group first reported a position in SCHC in Q1 2022 and has held it in 6 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Carter Financial Group held 51,810 shares of Schwab International Small-Cap Equity ETF worth $2.49M as of Q2 2026.
  • Carter Financial Group bought 2,517 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $125K.
  • Schwab International Small-Cap Equity ETF made up 1.29% of Carter Financial Group's portfolio in Q2 2026, its #19 holding.
  • Carter Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 6 quarters since.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.