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

Clune & 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 		$733K Sell
15,234
-393
-3% -$19.5K 0.11% 96
2026
Q1 		$730K Sell
15,627
-1,213
-7% -$58.7K 0.14% 100
2025
Q4 		$767K Buy
16,840
+252
+2% +$11.4K 0.17% 98
2025
Q3 		$755K Buy
16,588
+785
+5% +$34.5K 0.19% 95
2025
Q2 		$673K Buy
15,803
+20
+0.1% +$775 0.18% 94
2025
Q1 		$566K Buy
15,783
+93
+0.6% +$3.32K 0.17% 99
2024
Q4 		$539K Buy
+15,690
New +$572K 0.18% 97

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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Clune & Associates's SCHC Position: Q2 2026 in Review

Clune & Associates reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.5% in Q2 2026, selling an estimated $19.5K and leaving 15,234 shares worth $733K. The position accounts for 0.11% of the portfolio, ranked #96.

Clune & Associates first reported a position in SCHC in Q4 2024 and has held it in 7 quarters since. The position peaked at $767K in Q4 2025. 117 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Clune & Associates held 15,234 shares of Schwab International Small-Cap Equity ETF worth $733K as of Q2 2026.
  • Clune & Associates sold 393 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $19.5K.
  • Schwab International Small-Cap Equity ETF made up 0.11% of Clune & Associates's portfolio in Q2 2026, its #96 holding.
  • Clune & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Schwab International Small-Cap Equity ETF position peaked at $767K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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