JWCA
SCHC icon

J.W. Cole Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

J.W. Cole 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 		$805K Buy
+16,737
New +$830K 0.01% 830
2026
Q1 		– Sell
-15,930
Closed -$702K – 1351
2025
Q4 		$702K Buy
15,930
+629
+4% +$28.5K 0.02% 770
2025
Q3 		$696K Buy
15,301
+1,885
+14% +$82.8K 0.01% 865
2025
Q2 		$571K Buy
13,416
+600
+5% +$23.2K 0.01% 874
2025
Q1 		$460K Sell
12,816
-2,429
-16% -$86.7K 0.01% 791
2024
Q4 		$523K Buy
15,245
+4,344
+40% +$158K 0.02% 591
2024
Q3 		$420K Buy
10,901
+36
+0.3% +$1.33K 0.02% 662
2024
Q2 		$387K Buy
10,865
+515
+5% +$18.4K 0.02% 605
2024
Q1 		$371K Sell
10,350
-933
-8% -$32.1K 0.02% 618
2023
Q4 		$394K Buy
11,283
+113
+1% +$3.67K 0.02% 554
2023
Q3 		$360K Hold
11,170
– – 0.03% 509
2023
Q2 		$377K Buy
11,170
+50
+0.4% +$1.69K 0.03% 507
2023
Q1 		$375K Buy
11,120
+632
+6% +$21.1K 0.03% 526
2022
Q4 		$330K Buy
10,488
+62
+0.6% +$1.89K 0.03% 529
2022
Q3 		$289K Sell
10,426
-115
-1% -$3.62K 0.02% 552
2022
Q2 		$329K Sell
10,541
-362
-3% -$12.5K 0.03% 524
2022
Q1 		$414K Buy
10,903
+428
+4% +$16.4K 0.03% 511
2021
Q4 		$429K Buy
+10,475
New +$437K 0.03% 518
2021
Q3 		– Sell
-9,916
Closed -$413K – 702
2021
Q2 		$413K Buy
9,916
+791
+9% +$33K 0.03% 484
2021
Q1 		$360K Buy
9,125
+591
+7% +$23K 0.03% 467
2020
Q4 		$321K Buy
+8,534
New +$298K 0.03% 458
2020
Q1 		– Sell
-8,856
Closed -$307K – 421
2019
Q4 		$307K Buy
+8,856
New +$295K 0.04% 408

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

J.W. Cole Advisors's SCHC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 16,737 shares worth $805K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHC in Q4 2019 and has held it in 22 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • J.W. Cole Advisors held 16,737 shares of Schwab International Small-Cap Equity ETF worth $805K as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #830 holding.
  • J.W. Cole Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 22 quarters since.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.