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

Financial Engines 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
Q1 		$1.58M Sell
33,727
-2,588
-7% -$125K ﹤0.01% 252
2025
Q4 		$1.65M Sell
36,315
-406
-1% -$18.4K ﹤0.01% 257
2025
Q3 		$1.67M Sell
36,721
-621
-2% -$27.3K ﹤0.01% 253
2025
Q2 		$1.59M Sell
37,342
-416
-1% -$16.1K ﹤0.01% 241
2025
Q1 		$1.35M Sell
37,758
-1,815
-5% -$64.8K ﹤0.01% 224
2024
Q4 		$1.36M Buy
39,573
+1,974
+5% +$71.9K ﹤0.01% 234
2024
Q3 		$1.45M Buy
37,599
+269
+0.7% +$9.9K ﹤0.01% 204
2024
Q2 		$1.33M Buy
37,330
+954
+3% +$34K ﹤0.01% 198
2024
Q1 		$1.3M Buy
36,376
+543
+2% +$18.7K ﹤0.01% 183
2023
Q4 		$1.25M Buy
35,833
+637
+2% +$20.7K ﹤0.01% 175
2023
Q3 		$1.14M Sell
35,196
-11
-0% -$373 ﹤0.01% 162
2023
Q2 		$1.19M Buy
35,207
+4,166
+13% +$141K ﹤0.01% 165
2023
Q1 		$1.05M Sell
31,041
-838
-3% -$28K ﹤0.01% 175
2022
Q4 		$1M Buy
31,879
+274
+0.9% +$8.35K ﹤0.01% 169
2022
Q3 		$877K Sell
31,605
-1,302
-4% -$41K ﹤0.01% 166
2022
Q2 		$1.03M Buy
32,907
+2,367
+8% +$82K ﹤0.01% 156
2022
Q1 		$1.16M Buy
30,540
+3,131
+11% +$120K ﹤0.01% 153
2021
Q4 		$1.12M Sell
27,409
-1,276
-4% -$53.2K ﹤0.01% 115
2021
Q3 		$1.19M Sell
28,685
-80
-0.3% -$3.4K ﹤0.01% 102
2021
Q2 		$1.2M Sell
28,765
-2,151
-7% -$89.8K ﹤0.01% 88
2021
Q1 		$1.22M Sell
30,916
-1,147
-4% -$44.7K ﹤0.01% 104
2020
Q4 		$1.21M Sell
32,063
-809
-2% -$28.2K ﹤0.01% 103
2020
Q3 		$1.07M Sell
32,872
-2,615
-7% -$83.5K ﹤0.01% 104
2020
Q2 		$1.05M Sell
35,487
-80,607
-69% -$2.23M ﹤0.01% 103
2020
Q1 		$2.83M Buy
116,094
+66,551
+134% +$2.05M 0.02% 72
2019
Q4 		$1.72M Buy
49,543
+10,648
+27% +$355K 0.01% 83
2019
Q3 		$1.24M Sell
38,895
-3,440
-8% -$109K 0.01% 82
2019
Q2 		$1.38M Sell
42,335
-11,236
-21% -$364K 0.01% 77
2019
Q1 		$1.74M Sell
53,571
-5,032,793
-99% -$159M 0.01% 76
2018
Q4 		$148M Buy
5,086,364
+5,085,047
+386,108% +$162M 1.02% 17
2018
Q3 		$47K Buy
+1,317
New +$47.1K ﹤0.01% 69

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 Engines Advisors's SCHC Position: Q1 2026 in Review

Financial Engines Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 7.1% in Q1 2026, selling an estimated $125K and leaving 33,727 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Financial Engines Advisors first reported a position in SCHC in Q3 2018 and has held it in 31 quarters since. The position peaked at $148M in Q4 2018. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Financial Engines Advisors held 33,727 shares of Schwab International Small-Cap Equity ETF worth $1.58M as of Q1 2026.
  • Financial Engines Advisors sold 2,588 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $125K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #252 holding.
  • Financial Engines Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2018 and has held it in 31 quarters since.
  • Financial Engines Advisors's Schwab International Small-Cap Equity ETF position peaked at $148M in Q4 2018.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.