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

MBL 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 		$241K Sell
5,000
-1,500
-23% -$74.4K 0.02% 335
2026
Q1 		$304K Hold
6,500
– – 0.02% 261
2025
Q4 		$296K Hold
6,500
– – 0.02% 238
2025
Q3 		$296K Hold
6,500
– – 0.03% 205
2025
Q2 		$277K Hold
6,500
– – 0.03% 200
2025
Q1 		$233K Hold
6,500
– – 0.02% 214
2024
Q4 		$223K Hold
6,500
– – 0.02% 206
2024
Q3 		$250K Hold
6,500
– – 0.03% 176
2024
Q2 		$231K Hold
6,500
– – 0.03% 183
2024
Q1 		$233K Hold
6,500
– – 0.03% 176
2023
Q4 		$227K Sell
6,500
-200
-3% -$6.49K 0.03% 165
2023
Q3 		$216K Sell
6,700
-1,100
-14% -$37.3K 0.03% 158
2023
Q2 		$263K Hold
7,800
– – 0.04% 143
2023
Q1 		$263K Sell
7,800
-520
-6% -$17.4K 0.04% 135
2022
Q4 		$262K Buy
8,320
+435
+6% +$13.3K 0.05% 135
2022
Q3 		$219K Buy
+7,885
New +$248K 0.05% 144

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

MBL Wealth's SCHC Position: Q2 2026 in Review

MBL Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 23% in Q2 2026, selling an estimated $74.4K and leaving 5,000 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #335.

MBL Wealth first reported a position in SCHC in Q3 2022 and has held it in 16 quarters since. The position peaked at $304K in Q1 2026. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • MBL Wealth held 5,000 shares of Schwab International Small-Cap Equity ETF worth $241K as of Q2 2026.
  • MBL Wealth sold 1,500 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $74.4K.
  • Schwab International Small-Cap Equity ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #335 holding.
  • MBL Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • MBL Wealth's Schwab International Small-Cap Equity ETF position peaked at $304K in Q1 2026.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.