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Curio Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Curio Wealth’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 		– Sell
-288
Closed -$13.2K – 1274
2025
Q4 		$13.2K Hold
288
– – ﹤0.01% 222
2025
Q3 		$13.1K Hold
288
– – 0.01% 177
2025
Q2 		$12.3K Buy
288
+287
+28,700% +$11.1K 0.01% 190
2025
Q1 		$9.89K Sell
1
-287
-100% -$10.2K 0.01% 228
2024
Q4 		$9.89K Buy
+288
New +$10.5K 0.01% 215

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $3.38T AUM 44.17% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Curio Wealth's SCHC Position: Q1 2026 in Review

Curio Wealth sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026, closing a stake of 288 shares — an estimated $13.2K sold.

Curio Wealth first reported a position in SCHC in Q4 2024 and held it in 5 quarters. The position peaked at $13.2K in Q4 2025. 495 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Curio Wealth reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Curio Wealth sold 288 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $13.2K.
  • Curio Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and held it in 5 quarters.
  • Curio Wealth's Schwab International Small-Cap Equity ETF position peaked at $13.2K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.