IEQ Capital’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

IEQ Capital’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	$258K	Hold	5,514	–	–	﹤0.01%	1584
2025 Q4	$251K	Buy	5,514 +2	+0%	+$91	﹤0.01%	1607
2025 Q3	$251K	Hold	5,512	–	–	﹤0.01%	1596
2025 Q2	$235K	Buy	+5,512	New	+$214K	﹤0.01%	1531
2022 Q2	–	Sell	-18,952	Closed	-$720K	–	849
2022 Q1	$720K	Buy	18,952 +3,555	+23%	+$136K	0.02%	403
2021 Q4	$630K	Hold	15,397	–	–	0.01%	410
2021 Q3	$639K	Hold	15,397	–	–	0.02%	371
2021 Q2	$641K	Hold	15,397	–	–	0.02%	309
2021 Q1	$607K	Buy	+15,397	New	+$600K	0.03%	255
2020 Q1	–	Sell	-7,782	Closed	-$270K	–	420
2019 Q4	$270K	Buy	+7,782	New	+$260K	0.02%	335

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

IEQ Capital's SCHC Position: Q1 2026 in Review

IEQ Capital held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2026 at 5,514 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

IEQ Capital first reported a position in SCHC in Q4 2019 and has held it in 10 quarters since. The position peaked at $720K in Q1 2022. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

IEQ Capital held 5,514 shares of Schwab International Small-Cap Equity ETF worth $258K as of Q1 2026.
IEQ Capital left its Schwab International Small-Cap Equity ETF share count unchanged in Q1 2026.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1584 holding.
IEQ Capital first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 10 quarters since.
IEQ Capital's Schwab International Small-Cap Equity ETF position peaked at $720K in Q1 2022.
489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.