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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$315K Sell
6,536
-256
-4% -$12.7K 0.08% 142
2026
Q1 		$317K Buy
6,792
+46
+0.7% +$2.23K 0.09% 132
2025
Q4 		$307K Sell
6,746
-216
-3% -$9.79K 0.09% 135
2025
Q3 		$317K Sell
6,962
-535
-7% -$23.5K 0.1% 117
2025
Q2 		$319K Sell
7,497
-7,123
-49% -$276K 0.11% 109
2025
Q1 		$525K Sell
14,620
-21,310
-59% -$761K 0.2% 80
2024
Q4 		$1.23M Buy
35,930
+3,128
+10% +$114K 0.49% 34
2024
Q3 		$1.26M Buy
32,802
+4,388
+15% +$162K 0.65% 24
2024
Q2 		$1.01M Buy
28,414
+3,852
+16% +$137K 0.58% 26
2024
Q1 		$879K Buy
24,562
+821
+3% +$28.2K 0.58% 29
2023
Q4 		$828K Buy
23,741
+421
+2% +$13.7K 0.52% 29
2023
Q3 		$752K Buy
23,320
+1,968
+9% +$66.7K 0.54% 27
2023
Q2 		$755K Buy
21,352
+2,301
+12% +$77.8K 0.56% 25
2023
Q1 		$642K Buy
19,051
+3,113
+20% +$104K 0.51% 29
2022
Q4 		$502K Buy
+15,938
New +$486K 0.43% 31

Other funds holding SCHC

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCHC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.8% in Q2 2026, selling an estimated $12.7K and leaving 6,536 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #142.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCHC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q3 2024. 340 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,536 shares of Schwab International Small-Cap Equity ETF worth $315K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 256 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $12.7K.
  • Schwab International Small-Cap Equity ETF made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #142 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Schwab International Small-Cap Equity ETF position peaked at $1.26M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.