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Clearstead Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Clearstead Advisors’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 		$388K Buy
8,068
+3
+0% +$149 ﹤0.01% 842
2026
Q1 		$377K Hold
8,065
– – ﹤0.01% 788
2025
Q4 		$367K Sell
8,065
-961
-11% -$43.6K ﹤0.01% 756
2025
Q3 		$411K Sell
9,026
-1,841
-17% -$80.8K 0.01% 688
2025
Q2 		$463K Sell
10,867
-9,533
-47% -$369K 0.01% 632
2025
Q1 		$732K Buy
20,400
+1,810
+10% +$64.6K 0.01% 481
2024
Q4 		$638K Buy
18,590
+7,770
+72% +$283K 0.01% 509
2024
Q3 		$417K Buy
10,820
+7,104
+191% +$262K 0.01% 620
2024
Q2 		$132K Buy
3,716
+17
+0.5% +$606 ﹤0.01% 937
2024
Q1 		$133K Buy
3,699
+2,342
+173% +$80.5K 0.01% 544
2023
Q4 		$47.3K Buy
1,357
+654
+93% +$21.2K ﹤0.01% 749
2023
Q3 		$22.7K Buy
703
+272
+63% +$9.22K ﹤0.01% 867
2023
Q2 		$14.6K Buy
431
+235
+120% +$7.95K ﹤0.01% 935
2023
Q1 		$6.61K Sell
196
-272
-58% -$9.08K ﹤0.01% 997
2022
Q4 		$14.7K Hold
468
– – ﹤0.01% 853
2022
Q3 		$13K Hold
468
– – ﹤0.01% 848
2022
Q2 		$15K Buy
468
+397
+559% +$13.8K ﹤0.01% 861
2022
Q1 		$3K Hold
71
– – ﹤0.01% 1159
2021
Q4 		$3K Hold
71
– – ﹤0.01% 1076
2021
Q3 		$3K Hold
71
– – ﹤0.01% 1096
2021
Q2 		$3K Hold
71
– – ﹤0.01% 981
2021
Q1 		$3K Hold
71
– – ﹤0.01% 935
2020
Q4 		$3K Hold
71
– – ﹤0.01% 859
2020
Q3 		$2K Hold
71
– – ﹤0.01% 825
2020
Q2 		$2K Sell
71
-5,025
-99% -$139K ﹤0.01% 751
2020
Q1 		$124K Buy
+5,096
New +$157K 0.02% 300

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

Clearstead Advisors's SCHC Position: Q2 2026 in Review

Clearstead Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.04% in Q2 2026, buying an estimated $149 and bringing the position to 8,068 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Clearstead Advisors first reported a position in SCHC in Q1 2020 and has held it in 26 quarters since. The position peaked at $732K in Q1 2025. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Clearstead Advisors held 8,068 shares of Schwab International Small-Cap Equity ETF worth $388K as of Q2 2026.
  • Clearstead Advisors bought 3 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $149.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #842 holding.
  • Clearstead Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Schwab International Small-Cap Equity ETF position peaked at $732K in Q1 2025.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.