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

MASECO Private 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 		$369K Sell
7,889
-1,864
-19% -$90.1K 0.01% 89
2025
Q4 		$444K Buy
+9,753
New +$442K 0.02% 70
2025
Q3 		– Sell
-9,756
Closed -$415K – 467
2025
Q2 		$415K Buy
+9,756
New +$378K 0.02% 85

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

MASECO Private Wealth's SCHC Position: Q1 2026 in Review

MASECO Private Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 19% in Q1 2026, selling an estimated $90.1K and leaving 7,889 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #89.

MASECO Private Wealth first reported a position in SCHC in Q2 2025 and has held it in 3 quarters since. The position peaked at $444K in Q4 2025. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • MASECO Private Wealth held 7,889 shares of Schwab International Small-Cap Equity ETF worth $369K as of Q1 2026.
  • MASECO Private Wealth sold 1,864 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $90.1K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #89 holding.
  • MASECO Private Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Schwab International Small-Cap Equity ETF position peaked at $444K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.