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McLean Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

McLean Asset Management’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 		$612K Sell
12,666
-3,016
-19% -$150K 0.08% 92
2026
Q1 		$733K Sell
15,682
-1,233
-7% -$59.6K 0.13% 74
2025
Q4 		$800K Sell
16,915
-2,179
-11% -$98.8K 0.14% 67
2025
Q3 		$879K Sell
19,094
-7,398
-28% -$325K 0.18% 63
2025
Q2 		$1.13M Buy
26,492
+1,304
+5% +$50.5K 0.3% 44
2025
Q1 		$819K Buy
25,188
+970
+4% +$34.6K 0.27% 48
2024
Q4 		$831K Buy
24,218
+322
+1% +$11.7K 0.25% 54
2024
Q3 		$910K Buy
23,896
+1,231
+5% +$45.3K 0.27% 48
2024
Q2 		$827K Sell
22,665
-412
-2% -$14.7K 0.27% 48
2024
Q1 		$826K Buy
23,077
+2,032
+10% +$69.9K 0.28% 48
2023
Q4 		$716K Buy
21,045
+593
+3% +$19.2K 0.27% 49
2023
Q3 		$656K Buy
20,452
+867
+4% +$29.4K 0.27% 52
2023
Q2 		$661K Buy
19,585
+853
+5% +$28.8K 0.26% 52
2023
Q1 		$631K Sell
18,732
-8,607
-31% -$287K 0.26% 49
2022
Q4 		$860K Buy
+27,339
New +$833K 0.29% 47

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

McLean Asset Management's SCHC Position: Q2 2026 in Review

McLean Asset Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 19% in Q2 2026, selling an estimated $150K and leaving 12,666 shares worth $612K. The position accounts for 0.08% of the portfolio, ranked #92.

McLean Asset Management first reported a position in SCHC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q2 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • McLean Asset Management held 12,666 shares of Schwab International Small-Cap Equity ETF worth $612K as of Q2 2026.
  • McLean Asset Management sold 3,016 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $150K.
  • Schwab International Small-Cap Equity ETF made up 0.08% of McLean Asset Management's portfolio in Q2 2026, its #92 holding.
  • McLean Asset Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • McLean Asset Management's Schwab International Small-Cap Equity ETF position peaked at $1.13M in Q2 2025.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.