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Howe & Rusling’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Howe & Rusling’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 		$25.1K Buy
522
+217
+71% +$10.8K ﹤0.01% 411
2026
Q1 		$14.3K Sell
305
-318
-51% -$15.4K ﹤0.01% 417
2025
Q4 		$28.4K Sell
623
-483
-44% -$21.9K ﹤0.01% 392
2025
Q3 		$50.3K Sell
1,106
-184
-14% -$8.08K ﹤0.01% 353
2025
Q2 		$54.9K Buy
1,290
+1,136
+738% +$44K ﹤0.01% 344
2025
Q1 		$5.53K Sell
154
-213
-58% -$7.61K ﹤0.01% 395
2024
Q4 		$12.6K Buy
367
+50
+16% +$1.82K ﹤0.01% 361
2024
Q3 		$12.2K Sell
317
-476
-60% -$17.5K ﹤0.01% 356
2024
Q2 		$28.2K Buy
793
+538
+211% +$19.2K ﹤0.01% 304
2024
Q1 		$9.13K Sell
255
-716
-74% -$24.6K ﹤0.01% 344
2023
Q4 		$33.9K Buy
971
+439
+83% +$14.2K ﹤0.01% 290
2023
Q3 		$17.2K Buy
+532
New +$18K ﹤0.01% 286
2023
Q2 		– Sell
-496
Closed -$16.7K – 343
2023
Q1 		$16.7K Buy
496
+287
+137% +$9.58K ﹤0.01% 270
2022
Q4 		$6.58K Buy
+209
New +$6.37K ﹤0.01% 290
2021
Q4 		– Sell
-87
Closed -$4K – 1058
2021
Q3 		$4K Buy
+87
New +$3.69K ﹤0.01% 724
2017
Q3 		– Sell
-285
Closed -$10K – 952
2017
Q2 		$10K Buy
+285
New +$9.32K ﹤0.01% 491
2013
Q4 		– Sell
-184
Closed -$6K – 872
2013
Q3 		$6K Hold
184
– – ﹤0.01% 670
2013
Q2 		$5K Buy
+184
New +$5.17K ﹤0.01% 721

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

Howe & Rusling's SCHC Position: Q2 2026 in Review

Howe & Rusling increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 71% in Q2 2026, buying an estimated $10.8K and bringing the position to 522 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Howe & Rusling first reported a position in SCHC in Q2 2013 and has held it in 18 quarters since. The position peaked at $54.9K in Q2 2025. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Howe & Rusling held 522 shares of Schwab International Small-Cap Equity ETF worth $25.1K as of Q2 2026.
  • Howe & Rusling bought 217 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $10.8K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #411 holding.
  • Howe & Rusling first reported a position in Schwab International Small-Cap Equity ETF in Q2 2013 and has held it in 18 quarters since.
  • Howe & Rusling's Schwab International Small-Cap Equity ETF position peaked at $54.9K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.