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

Livet 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 		$626K Sell
13,018
-119
-0.9% -$5.9K 0.36% 50
2026
Q1 		$614K Sell
13,137
-645
-5% -$31.2K 0.39% 46
2025
Q4 		$627K Buy
+13,782
New +$625K 0.39% 50

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
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

Livet Wealth's SCHC Position: Q2 2026 in Review

Livet Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.91% in Q2 2026, selling an estimated $5.9K and leaving 13,018 shares worth $626K. The position accounts for 0.36% of the portfolio, ranked #50.

Livet Wealth first reported a position in SCHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $627K in Q4 2025. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Livet Wealth held 13,018 shares of Schwab International Small-Cap Equity ETF worth $626K as of Q2 2026.
  • Livet Wealth sold 119 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $5.9K.
  • Schwab International Small-Cap Equity ETF made up 0.36% of Livet Wealth's portfolio in Q2 2026, its #50 holding.
  • Livet Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Livet Wealth's Schwab International Small-Cap Equity ETF position peaked at $627K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Livet Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.