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

Diversify Wealth Management’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
+32,962
+10% +$1.63M 0.28% 70
2026
Q1 		$15.4M Buy
314,544
+116,947
+59% +$5.66M 0.27% 70
2025
Q4 		$9.29M Buy
197,597
+180,519
+1,057% +$8.18M 0.43% 50
2025
Q3 		$773K Buy
+17,078
New +$750K 0.04% 313

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 $3.38T AUM 44.17% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Diversify Wealth Management's SCHC Position: Q2 2026 in Review

Diversify Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 10% in Q2 2026, buying an estimated $1.63M and bringing the position to 347,506 shares worth $16.7M. The position accounts for 0.28% of the portfolio, ranked #70.

Diversify Wealth Management first reported a position in SCHC in Q3 2025 and has held it in 4 quarters since. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Diversify Wealth Management held 347,506 shares of Schwab International Small-Cap Equity ETF worth $16.7M as of Q2 2026.
  • Diversify Wealth Management bought 32,962 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $1.63M.
  • Schwab International Small-Cap Equity ETF made up 0.28% of Diversify Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Diversify Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.