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

Forvis Mazars 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	$1.78M	Buy	37,080 +982	+3%	+$48.7K	0.03%	167
2026 Q1	$1.69M	Sell	36,098 -686	-2%	-$33.2K	0.03%	166
2025 Q4	$1.67M	Sell	36,784 -2,826	-7%	-$128K	0.03%	166
2025 Q3	$1.8M	Sell	39,610 -763	-2%	-$33.5K	0.04%	159
2025 Q2	$1.72M	Sell	40,373 -4,012	-9%	-$155K	0.04%	167
2025 Q1	$1.59M	Sell	44,385 -3,085	-6%	-$110K	0.04%	172
2024 Q4	$1.63M	Sell	47,470 -13,426	-22%	-$489K	0.04%	176
2024 Q3	$2.35M	Sell	60,896 -4,360	-7%	-$161K	0.05%	155
2024 Q2	$2.32M	Sell	65,256 -3,051	-4%	-$109K	0.06%	146
2024 Q1	$2.45M	Sell	68,307 -117	-0.2%	-$4.02K	0.06%	145
2023 Q4	$2.39M	Sell	68,424 -41,067	-38%	-$1.33M	0.07%	140
2023 Q3	$3.53M	Sell	109,491 -17,495	-14%	-$593K	0.11%	103
2023 Q2	$4.29M	Sell	126,986 -3,505	-3%	-$119K	0.13%	104
2023 Q1	$4.4M	Sell	130,491 -1,799	-1%	-$60K	0.14%	91
2022 Q4	$4.16M	Buy	132,290 +57,854	+78%	+$1.76M	0.15%	92
2022 Q3	$2.07M	Buy	74,436 +30,021	+68%	+$946K	0.08%	136
2022 Q2	$1.39M	Buy	44,415 +1,914	+5%	+$66.3K	0.06%	164
2022 Q1	$1.61M	Buy	+42,501	New	+$1.63M	0.07%	121

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

Forvis Mazars Wealth Advisors's SCHC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.7% in Q2 2026, buying an estimated $48.7K and bringing the position to 37,080 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #167.

Forvis Mazars Wealth Advisors first reported a position in SCHC in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.4M in Q1 2023. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Forvis Mazars Wealth Advisors held 37,080 shares of Schwab International Small-Cap Equity ETF worth $1.78M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 982 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $48.7K.
Schwab International Small-Cap Equity ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Forvis Mazars Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 18 quarters since.
Forvis Mazars Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $4.4M in Q1 2023.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.