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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
Q2 		$379K Hold
7,889
– – 0.01% 95
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

MASECO Private Wealth's SCHC Position: Q2 2026 in Review

MASECO Private Wealth held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 7,889 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #95.

MASECO Private Wealth first reported a position in SCHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $444K in Q4 2025. 525 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • MASECO Private Wealth held 7,889 shares of Schwab International Small-Cap Equity ETF worth $379K as of Q2 2026.
  • MASECO Private Wealth left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #95 holding.
  • MASECO Private Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Schwab International Small-Cap Equity ETF position peaked at $444K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.