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 Q2	–	Sell	-5,514	Closed	-$258K	–	2162
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 $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

IEQ Capital's SCHC Position: Q2 2026 in Review

IEQ Capital sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 5,514 shares — an estimated $258K sold.

IEQ Capital first reported a position in SCHC in Q4 2019 and held it in 10 quarters. The position peaked at $720K in Q1 2022. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

IEQ Capital reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 5,514 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $258K.
IEQ Capital first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 10 quarters.
IEQ Capital's Schwab International Small-Cap Equity ETF position peaked at $720K in Q1 2022.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.