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JDM Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

JDM Financial Group’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 		$6.12K Hold
131
– – ﹤0.01% 226
2025
Q4 		$5.96K Hold
131
– – ﹤0.01% 207
2025
Q3 		$5.96K Hold
131
– – ﹤0.01% 223
2025
Q2 		$5.58K Hold
131
– – ﹤0.01% 211
2025
Q1 		$4.7K Sell
131
-121
-48% -$4.32K ﹤0.01% 214
2024
Q4 		$8.65K Hold
252
– – ﹤0.01% 190
2024
Q3 		$9.71K Buy
+252
New +$9.28K 0.01% 180

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JDM Financial Group's SCHC Position: Q1 2026 in Review

JDM Financial Group held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2026 at 131 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

JDM Financial Group first reported a position in SCHC in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.71K in Q3 2024. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • JDM Financial Group held 131 shares of Schwab International Small-Cap Equity ETF worth $6.12K as of Q1 2026.
  • JDM Financial Group 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 JDM Financial Group's portfolio in Q1 2026, its #226 holding.
  • JDM Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • JDM Financial Group's Schwab International Small-Cap Equity ETF position peaked at $9.71K in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.