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Cassaday & Co Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Cassaday & Co Wealth Management’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 		$28.6K Buy
594
+69
+13% +$3.42K ﹤0.01% 716
2026
Q1 		$24.6K Buy
+525
New +$25.4K ﹤0.01% 753

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

Cassaday & Co Wealth Management's SCHC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 13% in Q2 2026, buying an estimated $3.42K and bringing the position to 594 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Cassaday & Co Wealth Management first reported a position in SCHC in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Cassaday & Co Wealth Management held 594 shares of Schwab International Small-Cap Equity ETF worth $28.6K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 69 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $3.42K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.