DAS
SCHC icon

Diversify Advisory Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Diversify Advisory 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
Q2 		$16.7M Buy
+347,506
New +$17.2M 0.28% 70
2026
Q1 		– Sell
-57,191
Closed -$2.72M – 723
2025
Q4 		$2.72M Buy
+57,191
New +$2.59M 0.09% 176

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Diversify Advisory Services's SCHC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 347,506 shares worth $16.7M. The stake represents 0.28% of the portfolio and ranks #70 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHC as recently as Q4 2025.

Diversify Advisory Services first reported a position in SCHC in Q4 2025 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Diversify Advisory Services held 347,506 shares of Schwab International Small-Cap Equity ETF worth $16.7M as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new Diversify Advisory Services position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.28% of Diversify Advisory Services's portfolio in Q2 2026, its #70 holding.
  • Diversify Advisory Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.