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

Essex Financial 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	$586K	Buy	12,174 +16	+0.1%	+$794	0.03%	438
2026 Q1	$568K	Hold	12,158	–	–	0.03%	425
2025 Q4	$554K	Hold	12,158	–	–	0.03%	413
2025 Q3	$553K	Hold	12,158	–	–	0.03%	397
2025 Q2	$518K	Hold	12,158	–	–	0.03%	399
2025 Q1	$436K	Hold	12,158	–	–	0.03%	410
2024 Q4	$417K	Hold	12,158	–	–	0.03%	416
2024 Q3	$454K	Hold	12,158	–	–	0.03%	400
2024 Q2	$429K	Hold	12,158	–	–	0.03%	399
2024 Q1	$435K	Hold	12,158	–	–	0.04%	353
2023 Q4	$424K	Buy	12,158 +18	+0.1%	+$584	0.04%	331
2023 Q3	$392K	Buy	12,140 +140	+1%	+$4.74K	0.05%	327
2023 Q2	$405K	Hold	12,000	–	–	0.05%	313
2023 Q1	$405K	Hold	12,000	–	–	0.04%	325
2022 Q4	$377K	Buy	+12,000	New	+$366K	0.04%	328

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Essex Financial Services's SCHC Position: Q2 2026 in Review

Essex Financial Services increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.13% in Q2 2026, buying an estimated $794 and bringing the position to 12,174 shares worth $586K. The position accounts for 0.03% of the portfolio, ranked #438.

Essex Financial Services first reported a position in SCHC in Q4 2022 and has held it in 15 quarters since. 416 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Essex Financial Services held 12,174 shares of Schwab International Small-Cap Equity ETF worth $586K as of Q2 2026.
Essex Financial Services bought 16 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $794.
Schwab International Small-Cap Equity ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #438 holding.
Essex Financial Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
416 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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