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

Keyvantage Wealth’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	$7.81M	Buy	162,240 +4,622	+3%	+$229K	2.95%	12
2026 Q1	$7.37M	Buy	157,618 +1,948	+1%	+$94.2K	3.24%	10
2025 Q4	$7.09M	Buy	155,670 +11,234	+8%	+$509K	3.03%	11
2025 Q3	$6.57M	Sell	144,436 -1,659	-1%	-$72.9K	2.76%	12
2025 Q2	$6.22M	Buy	146,095 +6,387	+5%	+$247K	2.79%	12
2025 Q1	$5.01M	Buy	139,708 +36,470	+35%	+$1.3M	2.44%	13
2024 Q4	$3.54M	Buy	+103,238	New	+$3.76M	2.53%	9

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

Keyvantage Wealth's SCHC Position: Q2 2026 in Review

Keyvantage Wealth increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.9% in Q2 2026, buying an estimated $229K and bringing the position to 162,240 shares worth $7.81M. The position accounts for 2.95% of the portfolio, ranked #12.

Keyvantage Wealth first reported a position in SCHC in Q4 2024 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Keyvantage Wealth held 162,240 shares of Schwab International Small-Cap Equity ETF worth $7.81M as of Q2 2026.
Keyvantage Wealth bought 4,622 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $229K.
Schwab International Small-Cap Equity ETF made up 2.95% of Keyvantage Wealth's portfolio in Q2 2026, its #12 holding.
Keyvantage Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.