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CFG Wealth Management Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

CFG Wealth Management Services’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 		$953K Hold
20,676
– – 0.89% 20
2026
Q1 		$953K Sell
20,676
-200
-1% -$9.67K 0.87% 20
2025
Q4 		$950K Buy
+20,876
New +$946K 0.87% 19

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

CFG Wealth Management Services's SCHC Position: Q2 2026 in Review

CFG Wealth Management Services held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 20,676 shares worth $953K. The position accounts for 0.89% of the portfolio, ranked #20.

CFG Wealth Management Services 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.

  • CFG Wealth Management Services held 20,676 shares of Schwab International Small-Cap Equity ETF worth $953K as of Q2 2026.
  • CFG Wealth Management Services left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.89% of CFG Wealth Management Services's portfolio in Q2 2026, its #20 holding.
  • CFG Wealth Management Services 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 CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.