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GHP Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

GHP Investment 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 		$22.3M Sell
477,758
-352
-0.1% -$17K 0.92% 23
2025
Q4 		$21.8M Buy
478,110
+9,416
+2% +$427K 0.9% 25
2025
Q3 		$21.3M Sell
468,694
-2,055
-0.4% -$90.2K 0.9% 26
2025
Q2 		$20M Sell
470,749
-3,875
-0.8% -$150K 0.89% 24
2025
Q1 		$17M Buy
474,624
+427
+0.1% +$15.2K 0.82% 27
2024
Q4 		$16.3M Buy
474,197
+11,263
+2% +$410K 0.76% 32
2024
Q3 		$17.8M Sell
462,934
-10,279
-2% -$379K 0.82% 25
2024
Q2 		$16.8M Buy
473,213
+3,286
+0.7% +$117K 0.84% 22
2024
Q1 		$16.8M Buy
469,927
+2,696
+0.6% +$92.7K 0.83% 23
2023
Q4 		$16.3M Buy
467,231
+14,319
+3% +$465K 0.88% 19
2023
Q3 		$14.2M Buy
452,912
+2,455
+0.5% +$83.2K 0.86% 22
2023
Q2 		$15.4M Buy
450,457
+44,421
+11% +$1.5M 0.9% 17
2023
Q1 		$13.7M Buy
406,036
+20,756
+5% +$693K 0.87% 19
2022
Q4 		$12.1M Buy
385,280
+63,177
+20% +$1.92M 0.82% 21
2022
Q3 		$8.94M Buy
322,103
+85,474
+36% +$2.69M 0.69% 31
2022
Q2 		$7.39M Buy
236,629
+41,389
+21% +$1.43M 0.55% 49
2022
Q1 		$7.41M Buy
195,240
+10,337
+6% +$396K 0.49% 60
2021
Q4 		$7.57M Buy
184,903
+9,044
+5% +$377K 0.54% 60
2021
Q3 		$7.3M Buy
175,859
+4,070
+2% +$173K 0.58% 55
2021
Q2 		$7.15M Buy
171,789
+7,000
+4% +$292K 0.58% 58
2021
Q1 		$6.5M Sell
164,789
-4,210
-2% -$164K 0.56% 61
2020
Q4 		$6.36M Sell
168,999
-9,166
-5% -$320K 0.61% 56
2020
Q3 		$5.8M Sell
178,165
-62,196
-26% -$1.99M 0.66% 50
2020
Q2 		$7.11M Sell
240,361
-40,534
-14% -$1.12M 0.88% 27
2020
Q1 		$6.85M Buy
280,895
+9,959
+4% +$306K 1.03% 19
2019
Q4 		$9.39M Buy
270,936
+12,895
+5% +$430K 1.01% 22
2019
Q3 		$8.21M Buy
258,041
+12,405
+5% +$395K 1.02% 22
2019
Q2 		$8.02M Buy
245,636
+10,122
+4% +$328K 0.98% 22
2019
Q1 		$7.59M Buy
235,514
+16,562
+8% +$523K 0.98% 21
2018
Q4 		$6.37M Sell
218,952
-65,292
-23% -$2.08M 0.96% 20
2018
Q3 		$10.1M Buy
284,244
+16,515
+6% +$590K 1.36% 13
2018
Q2 		$9.66M Buy
267,729
+13,443
+5% +$497K 1.36% 12
2018
Q1 		$9.28M Buy
254,286
+14,902
+6% +$554K 1.32% 13
2017
Q4 		$8.77M Buy
239,384
+16,050
+7% +$581K 1.25% 14
2017
Q3 		$8M Buy
223,334
+10,685
+5% +$371K 1.21% 14
2017
Q2 		$7.15M Buy
212,649
+109,162
+105% +$3.57M 1.13% 15
2017
Q1 		$3.24M Buy
103,487
+14,926
+17% +$456K 0.56% 49
2016
Q4 		$2.58M Sell
88,561
-1,033
-1% -$30.5K 0.48% 64
2016
Q3 		$2.77M Buy
89,594
+7,286
+9% +$220K 0.57% 47
2016
Q2 		$2.37M Buy
82,308
+21,379
+35% +$629K 0.51% 49
2016
Q1 		$1.76M Buy
60,929
+10,945
+22% +$297K 0.4% 73
2015
Q4 		$1.44M Buy
49,984
+8,882
+22% +$262K 0.35% 82
2015
Q3 		$1.17M Buy
41,102
+1,255
+3% +$37.6K 0.3% 95
2015
Q2 		$1.23M Buy
39,847
+9,495
+31% +$302K 0.3% 93
2015
Q1 		$915K Buy
30,352
+1,110
+4% +$32.8K 0.24% 122
2014
Q4 		$844K Buy
+29,242
New +$874K 0.23% 119

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

GHP Investment Advisors's SCHC Position: Q1 2026 in Review

GHP Investment Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.07% in Q1 2026, selling an estimated $17K and leaving 477,758 shares worth $22.3M. The position accounts for 0.92% of the portfolio, ranked #23.

GHP Investment Advisors first reported a position in SCHC in Q4 2014 and has held it in 46 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • GHP Investment Advisors held 477,758 shares of Schwab International Small-Cap Equity ETF worth $22.3M as of Q1 2026.
  • GHP Investment Advisors sold 352 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $17K.
  • Schwab International Small-Cap Equity ETF made up 0.92% of GHP Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • GHP Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2014 and has held it in 46 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.