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Coordinated Financial Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Coordinated Financial 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
Q1 		$219K Buy
4,683
+198
+4% +$9.58K 0.13% 167
2025
Q4 		$204K Buy
4,485
+24
+0.5% +$1.09K 0.12% 168
2025
Q3 		$203K Sell
4,461
-292
-6% -$12.8K 0.13% 156
2025
Q2 		$202K Buy
+4,753
New +$184K 0.14% 146

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Coordinated Financial Services's SCHC Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 4.4% in Q1 2026, buying an estimated $9.58K and bringing the position to 4,683 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #167.

Coordinated Financial Services first reported a position in SCHC in Q2 2025 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Coordinated Financial Services held 4,683 shares of Schwab International Small-Cap Equity ETF worth $219K as of Q1 2026.
  • Coordinated Financial Services bought 198 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $9.58K.
  • Schwab International Small-Cap Equity ETF made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #167 holding.
  • Coordinated Financial Services first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.