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Chesley Taft & Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Chesley Taft & Associates’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 		$495K Hold
10,296
– – 0.02% 282
2026
Q1 		$481K Hold
10,296
– – 0.02% 281
2025
Q4 		$469K Hold
10,296
– – 0.02% 289
2025
Q3 		$469K Buy
10,296
+371
+4% +$16.3K 0.02% 272
2025
Q2 		$423K Buy
9,925
+340
+4% +$13.2K 0.02% 272
2025
Q1 		$344K Buy
+9,585
New +$342K 0.02% 283

Other funds holding SCHC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Chesley Taft & Associates's SCHC Position: Q2 2026 in Review

Chesley Taft & Associates held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 10,296 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #282.

Chesley Taft & Associates first reported a position in SCHC in Q1 2025 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Chesley Taft & Associates held 10,296 shares of Schwab International Small-Cap Equity ETF worth $495K as of Q2 2026.
  • Chesley Taft & Associates left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #282 holding.
  • Chesley Taft & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 148 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.