JFS Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

JFS Wealth 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	$67.3K	Buy	1,399 +3	+0.2%	+$149	﹤0.01%	492
2026 Q1	$65.3K	Hold	1,396	–	–	﹤0.01%	467
2025 Q4	$63.6K	Buy	1,396 +41	+3%	+$1.86K	﹤0.01%	472
2025 Q3	$61.7K	Hold	1,355	–	–	﹤0.01%	476
2025 Q2	$57.7K	Buy	1,355 +3	+0.2%	+$116	﹤0.01%	450
2025 Q1	$48.5K	Hold	1,352	–	–	﹤0.01%	480
2024 Q4	$46.4K	Buy	1,352 +38	+3%	+$1.38K	﹤0.01%	475
2024 Q3	$50.6K	Buy	1,314 +177	+16%	+$6.52K	﹤0.01%	465
2024 Q2	$40.4K	Hold	1,137	–	–	﹤0.01%	457
2024 Q1	$40.7K	Hold	1,137	–	–	﹤0.01%	472
2023 Q4	$39.7K	Buy	1,137 +30	+3%	+$973	﹤0.01%	447
2023 Q3	$35.7K	Hold	1,107	–	–	﹤0.01%	420
2023 Q2	$37.4K	Buy	1,107 +5	+0.5%	+$169	﹤0.01%	410
2023 Q1	$37.1K	Hold	1,102	–	–	﹤0.01%	409
2022 Q4	$34.7K	Buy	1,102 +19	+2%	+$579	﹤0.01%	417
2022 Q3	$30K	Hold	1,083	–	–	﹤0.01%	481
2022 Q2	$34K	Hold	1,083	–	–	﹤0.01%	477
2022 Q1	$41K	Hold	1,083	–	–	﹤0.01%	467
2021 Q4	$44K	Buy	1,083 +27	+3%	+$1.13K	﹤0.01%	442
2021 Q3	$44K	Hold	1,056	–	–	﹤0.01%	433
2021 Q2	$44K	Buy	1,056 +6	+0.6%	+$250	0.01%	285
2021 Q1	$41K	Hold	1,050	–	–	0.01%	269
2020 Q4	$40K	Buy	1,050 +17	+2%	+$593	0.01%	266
2020 Q3	$34K	Hold	1,033	–	–	0.01%	270
2020 Q2	$31K	Hold	1,033	–	–	0.01%	269
2020 Q1	$25K	Hold	1,033	–	–	0.01%	260
2019 Q4	$36K	Buy	1,033 +28	+3%	+$934	0.01%	263
2019 Q3	$32K	Buy	1,005 +5	+0.5%	+$159	0.01%	268
2019 Q2	$33K	Hold	1,000	–	–	0.01%	265
2019 Q1	$32K	Hold	1,000	–	–	0.01%	256
2018 Q4	$29K	Hold	1,000	–	–	0.01%	260
2018 Q3	$36K	Hold	1,000	–	–	0.01%	267
2018 Q2	$36K	Hold	1,000	–	–	0.01%	265
2018 Q1	$37K	Sell	1,000 -65	-6%	-$2.42K	0.01%	268
2017 Q4	$39K	Buy	1,065 +65	+7%	+$2.35K	0.01%	273
2017 Q3	$36K	Hold	1,000	–	–	0.01%	271
2017 Q2	$34K	Hold	1,000	–	–	0.01%	254
2017 Q1	$29K	Hold	1,000	–	–	0.01%	268
2016 Q4	$29K	Hold	1,000	–	–	0.01%	268
2016 Q3	$31K	Sell	1,000 -1,980	-66%	-$59.7K	0.01%	282
2016 Q2	$86K	Hold	2,980	–	–	0.02%	212
2016 Q1	$86K	Hold	2,980	–	–	0.03%	188
2015 Q4	$86K	Buy	+2,980	New	+$88K	0.02%	190

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

JFS Wealth Advisors's SCHC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.21% in Q2 2026, buying an estimated $149 and bringing the position to 1,399 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

JFS Wealth Advisors first reported a position in SCHC in Q4 2015 and has held it in 43 quarters since. The position peaked at $86K in Q2 2016. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

JFS Wealth Advisors held 1,399 shares of Schwab International Small-Cap Equity ETF worth $67.3K as of Q2 2026.
JFS Wealth Advisors bought 3 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $149.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #492 holding.
JFS Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and has held it in 43 quarters since.
JFS Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $86K in Q2 2016.
519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.