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 Q3	$664K	Sell	13,353 -1,881	-12%	-$93.7K	0.1%	98
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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Clune & Associates's SCHC Position: Q3 2026 in Review

Clune & Associates reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 12% in Q3 2026, selling an estimated $93.7K and leaving 13,353 shares worth $664K. The position accounts for 0.1% of the portfolio, ranked #98.

Clune & Associates first reported a position in SCHC in Q4 2024 and has held it in 8 quarters since. The position peaked at $767K in Q4 2025. 156 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Clune & Associates held 13,353 shares of Schwab International Small-Cap Equity ETF worth $664K as of Q3 2026.
Clune & Associates sold 1,881 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $93.7K.
Schwab International Small-Cap Equity ETF made up 0.1% of Clune & Associates's portfolio in Q3 2026, its #98 holding.
Clune & Associates first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Schwab International Small-Cap Equity ETF position peaked at $767K in Q4 2025.
156 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.