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

CWC 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	$389K	Buy	8,089 +55	+0.7%	+$2.73K	0.17%	117
2026 Q1	$376K	Sell	8,034 -573	-7%	-$27.7K	0.18%	109
2025 Q4	$392K	Sell	8,607 -26	-0.3%	-$1.18K	0.19%	111
2025 Q3	$393K	Hold	8,633	–	–	0.19%	109
2025 Q2	$368K	Buy	8,633 +215	+3%	+$8.33K	0.19%	106
2025 Q1	$302K	Sell	8,418 -9,925	-54%	-$354K	0.17%	115
2024 Q4	$630K	Buy	18,343 +196	+1%	+$7.14K	0.63%	44
2024 Q3	$699K	Buy	+18,147	New	+$668K	0.69%	43

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CWC Advisors's SCHC Position: Q2 2026 in Review

CWC Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.68% in Q2 2026, buying an estimated $2.73K and bringing the position to 8,089 shares worth $389K. The position accounts for 0.17% of the portfolio, ranked #117.

CWC Advisors first reported a position in SCHC in Q3 2024 and has held it in 8 quarters since. The position peaked at $699K in Q3 2024. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

CWC Advisors held 8,089 shares of Schwab International Small-Cap Equity ETF worth $389K as of Q2 2026.
CWC Advisors bought 55 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $2.73K.
Schwab International Small-Cap Equity ETF made up 0.17% of CWC Advisors's portfolio in Q2 2026, its #117 holding.
CWC Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Schwab International Small-Cap Equity ETF position peaked at $699K in Q3 2024.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.