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Guardian Financial Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Guardian Financial Partners’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 		$1.82M Buy
37,741
+32
+0.1% +$1.59K 0.71% 29
2026
Q1 		$1.76M Buy
37,709
+1,549
+4% +$74.9K 0.74% 29
2025
Q4 		$1.65M Buy
36,160
+2,488
+7% +$113K 0.69% 28
2025
Q3 		$1.53M Sell
33,672
-185
-0.5% -$8.12K 0.65% 29
2025
Q2 		$1.44M Buy
33,857
+3,199
+10% +$124K 0.65% 29
2025
Q1 		$1.1M Buy
30,658
+3,057
+11% +$109K 0.53% 30
2024
Q4 		$948K Buy
27,601
+4,727
+21% +$172K 0.56% 32
2024
Q3 		$881K Buy
22,874
+2,054
+10% +$75.6K 0.55% 31
2024
Q2 		$741K Buy
20,820
+1,525
+8% +$54.4K 0.49% 32
2024
Q1 		$691K Buy
19,295
+2,368
+14% +$81.4K 0.47% 32
2023
Q4 		$591K Buy
16,927
+4,814
+40% +$156K 0.48% 30
2023
Q3 		$391K Buy
+12,113
New +$410K 0.37% 32
2023
Q2 		– Sell
-9,776
Closed -$330K – 28
2023
Q1 		$330K Buy
9,776
+798
+9% +$26.6K 0.33% 33
2022
Q4 		$283K Buy
8,978
+465
+5% +$14.2K 0.3% 34
2022
Q3 		$236K Buy
8,513
+1,089
+15% +$34.3K 0.27% 30
2022
Q2 		$232K Buy
7,424
+1,265
+21% +$43.8K 0.26% 31
2022
Q1 		$221K Buy
6,159
+722
+13% +$27.6K 0.23% 35
2021
Q4 		$223K Buy
+5,437
New +$227K 0.21% 35

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
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
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

Guardian Financial Partners's SCHC Position: Q2 2026 in Review

Guardian Financial Partners increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.08% in Q2 2026, buying an estimated $1.59K and bringing the position to 37,741 shares worth $1.82M. The position accounts for 0.71% of the portfolio, ranked #29.

Guardian Financial Partners first reported a position in SCHC in Q4 2021 and has held it in 18 quarters since. 518 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Guardian Financial Partners held 37,741 shares of Schwab International Small-Cap Equity ETF worth $1.82M as of Q2 2026.
  • Guardian Financial Partners bought 32 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $1.59K.
  • Schwab International Small-Cap Equity ETF made up 0.71% of Guardian Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Guardian Financial Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 518 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.