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

HB 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 		$3.5M Buy
72,724
+56,236
+341% +$2.79M 0.02% 347
2026
Q1 		$771K Sell
16,488
-2,879
-15% -$139K 0.01% 777
2025
Q4 		$882K Buy
19,367
+411
+2% +$18.6K 0.01% 676
2025
Q3 		$863K Buy
+18,956
New +$832K 0.01% 657
2022
Q2 		– Sell
-5,794
Closed -$220K – 614
2022
Q1 		$220K Sell
5,794
-330
-5% -$12.6K ﹤0.01% 543
2021
Q4 		$251K Buy
+6,124
New +$255K 0.01% 432

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

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

HB Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 341% in Q2 2026, buying an estimated $2.79M and bringing the position to 72,724 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #347.

HB Wealth Management first reported a position in SCHC in Q4 2021 and has held it in 6 quarters since. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • HB Wealth Management held 72,724 shares of Schwab International Small-Cap Equity ETF worth $3.5M as of Q2 2026.
  • HB Wealth Management bought 56,236 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $2.79M.
  • Schwab International Small-Cap Equity ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #347 holding.
  • HB Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 6 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.