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JPL Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

JPL Wealth Management’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 		$9.54K Buy
+204
New +$9.87K ﹤0.01% 542
2025
Q4 		– Sell
-204
Closed -$9.29K – 935
2025
Q3 		$9.29K Buy
+204
New +$8.96K ﹤0.01% 555

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

JPL Wealth Management's SCHC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026: 204 shares worth $9.54K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SCHC as recently as Q3 2025.

JPL Wealth Management first reported a position in SCHC in Q3 2025 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • JPL Wealth Management held 204 shares of Schwab International Small-Cap Equity ETF worth $9.54K as of Q1 2026.
  • Schwab International Small-Cap Equity ETF was a new JPL Wealth Management position in Q1 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #542 holding.
  • JPL Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.