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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
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 $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

Keyvantage Wealth's SCHC Position: Q1 2026 in Review

Keyvantage Wealth increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.3% in Q1 2026, buying an estimated $94.2K and bringing the position to 157,618 shares worth $7.37M. The position accounts for 3.24% of the portfolio, ranked #10.

Keyvantage Wealth first reported a position in SCHC in Q4 2024 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Keyvantage Wealth held 157,618 shares of Schwab International Small-Cap Equity ETF worth $7.37M as of Q1 2026.
  • Keyvantage Wealth bought 1,948 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $94.2K.
  • Schwab International Small-Cap Equity ETF made up 3.24% of Keyvantage Wealth's portfolio in Q1 2026, its #10 holding.
  • Keyvantage Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.