Fonville Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Fonville Wealth Management’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	$1.7M	Sell	35,256 -247	-0.7%	-$12.3K	0.28%	56
2026 Q1	$1.66M	Buy	35,503 +105	+0.3%	+$5.08K	0.32%	51
2025 Q4	$1.61M	Sell	35,398 -327	-0.9%	-$14.8K	0.33%	54
2025 Q3	$1.63M	Buy	35,725 +65	+0.2%	+$2.85K	0.37%	46
2025 Q2	$1.52M	Sell	35,660 -1,208	-3%	-$46.8K	0.38%	45
2025 Q1	$1.38M	Buy	36,868 +42	+0.1%	+$1.5K	0.41%	47
2024 Q4	$1.26M	Buy	36,826 +1,799	+5%	+$65.5K	0.42%	49
2024 Q3	$1.35M	Sell	35,027 -666	-2%	-$24.5K	0.47%	48
2024 Q2	$1.27M	Sell	35,693 -281	-0.8%	-$10K	0.5%	48
2024 Q1	$1.29M	Buy	35,974 +1,661	+5%	+$57.1K	0.57%	47
2023 Q4	$1.2M	Buy	+34,313	New	+$1.11M	0.64%	46

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

Fonville Wealth Management's SCHC Position: Q2 2026 in Review

Fonville Wealth Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.7% in Q2 2026, selling an estimated $12.3K and leaving 35,256 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #56.

Fonville Wealth Management first reported a position in SCHC in Q4 2023 and has held it in 11 quarters since. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Fonville Wealth Management held 35,256 shares of Schwab International Small-Cap Equity ETF worth $1.7M as of Q2 2026.
Fonville Wealth Management sold 247 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $12.3K.
Schwab International Small-Cap Equity ETF made up 0.28% of Fonville Wealth Management's portfolio in Q2 2026, its #56 holding.
Fonville Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.