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

EverSource 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	$676K	Sell	14,049 -5,324	-27%	-$264K	0.02%	454
2026 Q1	$905K	Sell	19,373 -2,576	-12%	-$125K	0.03%	412
2025 Q4	$999K	Sell	21,949 -349	-2%	-$15.8K	0.04%	344
2025 Q3	$1.01M	Buy	22,298 +22,288	+222,880%	+$979K	0.04%	307
2025 Q2	$426	Buy	+10	New	+$387	﹤0.01%	3936
2024 Q4	–	Sell	-729	Closed	-$28.1K	–	3810
2024 Q3	$28.1K	Hold	729	–	–	﹤0.01%	1323
2024 Q2	$27K	Buy	+729	New	+$26K	﹤0.01%	1361
2024 Q1	–	Sell	-21	Closed	-$733	–	2980
2023 Q4	$733	Buy	21 +10	+91%	+$324	﹤0.01%	2452
2023 Q3	$355	Buy	+11	New	+$373	﹤0.01%	2426

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

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

EverSource Wealth Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 27% in Q2 2026, selling an estimated $264K and leaving 14,049 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #454.

EverSource Wealth Advisors first reported a position in SCHC in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2025. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

EverSource Wealth Advisors held 14,049 shares of Schwab International Small-Cap Equity ETF worth $676K as of Q2 2026.
EverSource Wealth Advisors sold 5,324 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $264K.
Schwab International Small-Cap Equity ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #454 holding.
EverSource Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2023 and has held it in 9 quarters since.
EverSource Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $1.01M in Q3 2025.
525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.