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

HHM 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 		$227K Hold
4,715
– – 0.02% 197
2026
Q1 		$220K Hold
4,715
– – 0.03% 184
2025
Q4 		$215K Hold
4,715
– – 0.03% 189
2025
Q3 		$215K Hold
4,715
– – 0.02% 197
2025
Q2 		$201K Sell
4,715
-670
-12% -$26K 0.02% 198
2025
Q1 		$193K Sell
5,385
-1,591
-23% -$56.8K 0.03% 187
2024
Q4 		$239K Hold
6,976
– – 0.03% 170
2024
Q3 		$269K Hold
6,976
– – 0.04% 143
2024
Q2 		$248K Hold
6,976
– – 0.04% 149
2024
Q1 		$250K Hold
6,976
– – 0.04% 132
2023
Q4 		$243K Buy
6,976
+41
+0.6% +$1.33K 0.04% 125
2023
Q3 		$224K Sell
6,935
-112
-2% -$3.79K 0.04% 118
2023
Q2 		$238K Buy
7,047
+119
+2% +$4.02K 0.04% 123
2023
Q1 		$234K Sell
6,928
-600
-8% -$20K 0.05% 119
2022
Q4 		$237K Buy
7,528
+627
+9% +$19.1K 0.05% 109
2022
Q3 		$192K Hold
6,901
– – 0.05% 109
2022
Q2 		$216K Hold
6,901
– – 0.06% 126
2022
Q1 		$262K Buy
6,901
+245
+4% +$9.38K 0.06% 124
2021
Q4 		$272K Buy
6,656
+38
+0.6% +$1.58K 0.07% 115
2021
Q3 		$275K Hold
6,618
– – 0.07% 101
2021
Q2 		$275K Buy
6,618
+8
+0.1% +$334 0.07% 103
2021
Q1 		$261K Hold
6,610
– – 0.08% 95
2020
Q4 		$249K Buy
6,610
+23
+0.3% +$803 0.09% 87
2020
Q3 		$214K Sell
6,587
-88
-1% -$2.81K 0.09% 86
2020
Q2 		$197K Hold
6,675
– – 0.08% 85
2020
Q1 		$163K Buy
6,675
+1
+0% +$31 0.08% 88
2019
Q4 		$231K Buy
+6,674
New +$223K 0.11% 76
2019
Q1 		– Sell
-7,951
Closed -$231K – 74
2018
Q4 		$231K Buy
+7,951
New +$253K 0.17% 53

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

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

HHM Wealth Advisors held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 4,715 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #197.

HHM Wealth Advisors first reported a position in SCHC in Q4 2018 and has held it in 28 quarters since. The position peaked at $275K in Q3 2021. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • HHM Wealth Advisors held 4,715 shares of Schwab International Small-Cap Equity ETF worth $227K as of Q2 2026.
  • HHM Wealth Advisors left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • HHM Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 28 quarters since.
  • HHM Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $275K in Q3 2021.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.