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

Financial Consulate’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
Q1 		$11.5K Hold
245
– – ﹤0.01% 613
2025
Q4 		$11.2K Hold
245
– – ﹤0.01% 593
2025
Q3 		$11.2K Buy
+245
New +$10.8K ﹤0.01% 539
2025
Q1 		– Sell
-165,390
Closed -$5.68M – 32
2024
Q4 		$5.68M Buy
165,390
+2,063
+1% +$75.2K 1.51% 13
2024
Q3 		$6.29M Buy
163,327
+3,725
+2% +$137K 1.67% 12
2024
Q2 		$5.68M Buy
159,602
+203
+0.1% +$7.24K 1.66% 12
2024
Q1 		$5.71M Buy
159,399
+2,770
+2% +$95.3K 1.69% 12
2023
Q4 		$5.46M Buy
156,629
+7,815
+5% +$254K 1.8% 12
2023
Q3 		$4.8M Sell
148,814
-933
-0.6% -$31.6K 2.12% 10
2023
Q2 		$5.06M Sell
149,747
-1,823
-1% -$61.6K 2.14% 9
2023
Q1 		$5.11M Buy
151,570
+2,628
+2% +$87.7K 1.78% 11
2022
Q4 		$4.69M Sell
148,942
-3,556
-2% -$108K 1.64% 13
2022
Q3 		$4.23M Sell
152,498
-203
-0.1% -$6.39K 1.79% 11
2022
Q2 		$4.77M Buy
152,701
+956
+0.6% +$33.1K 2.23% 10
2022
Q1 		$5.76M Buy
151,745
+5,606
+4% +$215K 2.21% 11
2021
Q4 		$5.98M Buy
146,139
+1,489
+1% +$62.1K 2.07% 11
2021
Q3 		$6.01M Buy
144,650
+7,641
+6% +$325K 2.18% 11
2021
Q2 		$5.7M Buy
137,009
+1,759
+1% +$73.4K 2.05% 11
2021
Q1 		$5.33M Buy
135,250
+3,517
+3% +$137K 2.16% 10
2020
Q4 		$4.96M Buy
131,733
+1,657
+1% +$57.8K 2.14% 11
2020
Q3 		$4.23M Buy
130,076
+5,832
+5% +$186K 2.01% 11
2020
Q2 		$3.67M Sell
124,244
-2,552
-2% -$70.5K 1.87% 12
2020
Q1 		$3.09M Buy
126,796
+1,159
+0.9% +$35.6K 1.84% 11
2019
Q4 		$4.35M Sell
125,637
-100,400
-44% -$3.35M 1.92% 10
2019
Q3 		$7.19M Buy
226,037
+2,539
+1% +$80.8K 3.13% 8
2019
Q2 		$7.29M Buy
223,498
+3,056
+1% +$99.1K 3.28% 7
2019
Q1 		$7.11M Buy
220,442
+112,850
+105% +$3.56M 3.25% 7
2018
Q4 		$3.13M Sell
107,592
-9,865
-8% -$314K 1.88% 13
2018
Q3 		$4.19M Buy
117,457
+4,296
+4% +$154K 2.38% 8
2018
Q2 		$4.08M Buy
113,161
+3,564
+3% +$132K 2.07% 10
2018
Q1 		$4M Buy
109,597
+7,815
+8% +$290K 2.12% 9
2017
Q4 		$3.73M Buy
101,782
+7,023
+7% +$254K 1.91% 11
2017
Q3 		$3.39M Buy
94,759
+3,178
+3% +$110K 1.85% 11
2017
Q2 		$3.08M Buy
91,581
+4,035
+5% +$132K 1.81% 10
2017
Q1 		$2.74M Buy
+87,546
New +$2.67M 1.75% 14
2016
Q2 		– Sell
-36,425
Closed -$1.05M – 77
2016
Q1 		$1.05M Sell
36,425
-700
-2% -$19K 0.72% 27
2015
Q4 		$1.07M Buy
+37,125
New +$1.1M 0.76% 25

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Financial Consulate's SCHC Position: Q1 2026 in Review

Financial Consulate held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2026 at 245 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Financial Consulate first reported a position in SCHC in Q4 2015 and has held it in 37 quarters since. The position peaked at $7.29M in Q2 2019. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Financial Consulate held 245 shares of Schwab International Small-Cap Equity ETF worth $11.5K as of Q1 2026.
  • Financial Consulate left its Schwab International Small-Cap Equity ETF share count unchanged in Q1 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #613 holding.
  • Financial Consulate first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and has held it in 37 quarters since.
  • Financial Consulate's Schwab International Small-Cap Equity ETF position peaked at $7.29M in Q2 2019.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.