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

Geometric 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	$390K	Buy	8,114 +642	+9%	+$31.8K	0.04%	67
2026 Q1	$349K	Buy	7,472 +295	+4%	+$14.3K	0.04%	70
2025 Q4	$327K	Sell	7,177 -216	-3%	-$9.79K	0.04%	70
2025 Q3	$336K	Buy	7,393 +85	+1%	+$3.73K	0.04%	71
2025 Q2	$311K	Sell	7,308 -2,741	-27%	-$106K	0.05%	66
2025 Q1	$361K	Buy	10,049 +383	+4%	+$13.7K	0.06%	60
2024 Q4	$332K	Buy	9,666 +464	+5%	+$16.9K	0.06%	60
2024 Q3	$355K	Buy	9,202 +6	+0.1%	+$221	0.07%	53
2024 Q2	$327K	Hold	9,196	–	–	0.07%	46
2024 Q1	$329K	Buy	9,196 +305	+3%	+$10.5K	0.08%	32
2023 Q4	$310K	Buy	8,891 +1,828	+26%	+$59.3K	0.08%	32
2023 Q3	$228K	Hold	7,063	–	–	0.07%	36
2023 Q2	$247K	Buy	7,063 +35	+0.5%	+$1.18K	0.08%	34
2023 Q1	$239K	Buy	7,028 +284	+4%	+$9.48K	0.08%	33
2022 Q4	$212K	Buy	+6,744	New	+$205K	0.09%	32
2022 Q2	–	Sell	-6,155	Closed	-$234K	–	37
2022 Q1	$234K	Buy	+6,155	New	+$236K	0.7%	28

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

Geometric Wealth Advisors's SCHC Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 8.6% in Q2 2026, buying an estimated $31.8K and bringing the position to 8,114 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #67.

Geometric Wealth Advisors first reported a position in SCHC in Q1 2022 and has held it in 16 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Geometric Wealth Advisors held 8,114 shares of Schwab International Small-Cap Equity ETF worth $390K as of Q2 2026.
Geometric Wealth Advisors bought 642 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $31.8K.
Schwab International Small-Cap Equity ETF made up 0.04% of Geometric Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Geometric Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and has held it in 16 quarters since.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.