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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
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 $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 $11.5B AUM 18.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

McLean Asset Management's SCHC Position: Q1 2026 in Review

McLean Asset Management reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 7.3% in Q1 2026, selling an estimated $59.6K and leaving 15,682 shares worth $733K. The position accounts for 0.13% of the portfolio, ranked #74.

McLean Asset Management first reported a position in SCHC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2025. 490 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • McLean Asset Management held 15,682 shares of Schwab International Small-Cap Equity ETF worth $733K as of Q1 2026.
  • McLean Asset Management sold 1,233 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $59.6K.
  • Schwab International Small-Cap Equity ETF made up 0.13% of McLean Asset Management's portfolio in Q1 2026, its #74 holding.
  • McLean Asset Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • McLean Asset Management's Schwab International Small-Cap Equity ETF position peaked at $1.13M in Q2 2025.
  • 490 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.