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

Lifeworks 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
Q1 		– Sell
-4,916
Closed -$224K – 331
2025
Q4 		$224K Buy
+4,916
New +$223K 0.03% 306
2025
Q1 		– Sell
-8,301
Closed -$285K – 327
2024
Q4 		$285K Buy
8,301
+1,213
+17% +$44.2K 0.05% 241
2024
Q3 		$273K Buy
+7,088
New +$261K 0.05% 241

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

Lifeworks Advisors's SCHC Position: Q1 2026 in Review

Lifeworks Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026, closing a stake of 4,916 shares — an estimated $224K sold.

Lifeworks Advisors first reported a position in SCHC in Q3 2024 and held it in 3 quarters. The position peaked at $285K in Q4 2024. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Lifeworks Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 4,916 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $224K.
  • Lifeworks Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2024 and held it in 3 quarters.
  • Lifeworks Advisors's Schwab International Small-Cap Equity ETF position peaked at $285K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.