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

EP Wealth 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 		$8.4M Buy
174,538
+1,363
+0.8% +$67.6K 0.03% 302
2026
Q1 		$8.09M Buy
173,175
+150,038
+648% +$7.26M 0.04% 242
2025
Q4 		$1.05M Buy
+23,137
New +$1.05M 0.01% 609
2025
Q2 		$149K Sell
3,509
-1,218
-26% -$47.2K ﹤0.01% 1322
2025
Q1 		$170K Sell
4,727
-276
-6% -$9.86K ﹤0.01% 1167
2024
Q4 		$172K Sell
5,003
-2,055
-29% -$74.9K ﹤0.01% 1112
2024
Q3 		$272K Buy
+7,058
New +$260K ﹤0.01% 895
2024
Q2 		– Sell
-3,513
Closed -$126K – 883
2024
Q1 		$126K Buy
+3,513
New +$121K ﹤0.01% 783
2022
Q3 		– Sell
-7,954
Closed -$248K – 576
2022
Q2 		$248K Sell
7,954
-6,914
-47% -$239K 0.01% 530
2022
Q1 		$565K Buy
14,868
+3,204
+27% +$123K 0.01% 358
2021
Q4 		$477K Buy
11,664
+3,584
+44% +$149K 0.01% 366
2021
Q3 		$335K Buy
8,080
+793
+11% +$33.7K 0.01% 410
2021
Q2 		$303K Sell
7,287
-1,745
-19% -$72.8K 0.01% 442
2021
Q1 		$356K Buy
9,032
+2,432
+37% +$94.8K 0.01% 377
2020
Q4 		$248K Sell
6,600
-228
-3% -$7.96K 0.01% 377
2020
Q3 		$222K Buy
+6,828
New +$218K 0.01% 332

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

EP Wealth Advisors's SCHC Position: Q2 2026 in Review

EP Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.79% in Q2 2026, buying an estimated $67.6K and bringing the position to 174,538 shares worth $8.4M. The position accounts for 0.03% of the portfolio, ranked #302.

EP Wealth Advisors first reported a position in SCHC in Q3 2020 and has held it in 16 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • EP Wealth Advisors held 174,538 shares of Schwab International Small-Cap Equity ETF worth $8.4M as of Q2 2026.
  • EP Wealth Advisors bought 1,363 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $67.6K.
  • Schwab International Small-Cap Equity ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • EP Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and has held it in 16 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.