Envision Financial’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Envision Financial’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 Q3	$860K	Sell	17,286 -1,658	-9%	-$82.6K	0.38%	30
2026 Q2	$912K	Sell	18,944 -495	-3%	-$24.6K	0.42%	31
2026 Q1	$909K	Sell	19,439 -993	-5%	-$48K	0.49%	30
2025 Q4	$930K	Sell	20,432 -497	-2%	-$22.5K	0.49%	30
2025 Q3	$952K	Sell	20,929 -880	-4%	-$38.6K	0.55%	29
2025 Q2	$929K	Sell	21,809 -69	-0.3%	-$2.67K	0.62%	28
2025 Q1	$785K	Hold	21,878	–	–	0.59%	28
2024 Q4	$751K	Buy	+21,878	New	+$797K	0.6%	29

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Envision Financial's SCHC Position: Q3 2026 in Review

Envision Financial reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 8.8% in Q3 2026, selling an estimated $82.6K and leaving 17,286 shares worth $860K. The position accounts for 0.38% of the portfolio, ranked #30.

Envision Financial first reported a position in SCHC in Q4 2024 and has held it in 8 quarters since. The position peaked at $952K in Q3 2025. 473 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Envision Financial held 17,286 shares of Schwab International Small-Cap Equity ETF worth $860K as of Q3 2026.
Envision Financial sold 1,658 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $82.6K.
Schwab International Small-Cap Equity ETF made up 0.38% of Envision Financial's portfolio in Q3 2026, its #30 holding.
Envision Financial first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 8 quarters since.
Envision Financial's Schwab International Small-Cap Equity ETF position peaked at $952K in Q3 2025.
473 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.