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

Elmwood 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	$4.42M	Buy	91,804 +2,955	+3%	+$147K	1.11%	31
2026 Q1	$4.15M	Buy	88,849 +5,600	+7%	+$271K	1.15%	31
2025 Q4	$3.79M	Buy	83,249 +1,306	+2%	+$59.2K	1.2%	30
2025 Q3	$3.73M	Buy	81,943 +2,838	+4%	+$125K	1.32%	26
2025 Q2	$3.37M	Buy	79,105 +761	+1%	+$29.5K	1.34%	26
2025 Q1	$2.81M	Buy	78,344 +147	+0.2%	+$5.25K	1.15%	36
2024 Q4	$2.68M	Buy	78,197 +3,765	+5%	+$137K	1.08%	38
2024 Q3	$2.87M	Buy	74,432 +8,548	+13%	+$315K	1.18%	33
2024 Q2	$2.34M	Buy	65,884 +6,907	+12%	+$246K	1.04%	37
2024 Q1	$2.11M	Buy	58,977 +49,069	+495%	+$1.69M	0.9%	36
2023 Q4	$346K	Sell	9,908 -44,200	-82%	-$1.43M	0.24%	87
2023 Q3	$1.74M	Sell	54,108 -250	-0.5%	-$8.47K	0.84%	40
2023 Q2	$1.84M	Sell	54,358 -1,598	-3%	-$54K	0.86%	38
2023 Q1	$1.89M	Buy	55,956 +3,585	+7%	+$120K	0.89%	35
2022 Q4	$1.65M	Sell	52,371 -28,015	-35%	-$854K	0.82%	39
2022 Q3	$2.23M	Buy	80,386 +3,140	+4%	+$98.9K	1.11%	30
2022 Q2	$2.41M	Buy	77,246 +1,585	+2%	+$54.9K	1.37%	22
2022 Q1	$2.87M	Buy	75,661 +10,845	+17%	+$415K	1.47%	20
2021 Q4	$2.65M	Buy	+64,816	New	+$2.7M	1.27%	25
2021 Q2	$2.25M	Buy	54,055 +2,661	+5%	+$111K	1.19%	26
2021 Q1	$2.03M	Buy	+51,394	New	+$2M	1.24%	24
2020 Q3	$1.25M	Hold	42,398	–	–	1.02%	31
2020 Q2	$1.25M	Sell	42,398 -4,838	-10%	-$134K	1.02%	31
2020 Q1	$1.72M	Sell	47,236 -5,051	-10%	-$155K	1.65%	13
2019 Q4	$1.81M	Buy	52,287 +662	+1%	+$22.1K	1.58%	18
2019 Q3	$1.64M	Sell	51,625 -1,214	-2%	-$38.6K	1.66%	18
2019 Q2	$1.73M	Buy	52,839 +6,090	+13%	+$197K	1.53%	16
2019 Q1	$1.51M	Sell	46,749 -9,291	-17%	-$293K	1.39%	21
2018 Q4	$1.63M	Buy	56,040 +3,588	+7%	+$114K	1.58%	15
2018 Q3	$1.87M	Buy	52,452 +2,886	+6%	+$103K	1.55%	16
2018 Q2	$1.79M	Buy	49,566 +2,330	+5%	+$86.1K	1.63%	15
2018 Q1	$1.72M	Buy	+47,236	New	+$1.75M	1.65%	13

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

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

Elmwood Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.3% in Q2 2026, buying an estimated $147K and bringing the position to 91,804 shares worth $4.42M. The position accounts for 1.11% of the portfolio, ranked #31.

Elmwood Wealth Management first reported a position in SCHC in Q1 2018 and has held it in 32 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Elmwood Wealth Management held 91,804 shares of Schwab International Small-Cap Equity ETF worth $4.42M as of Q2 2026.
Elmwood Wealth Management bought 2,955 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $147K.
Schwab International Small-Cap Equity ETF made up 1.11% of Elmwood Wealth Management's portfolio in Q2 2026, its #31 holding.
Elmwood Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2018 and has held it in 32 quarters since.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.