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

Modern Wealth 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 		$4.77M Buy
99,067
+5,271
+6% +$261K 0.06% 267
2026
Q1 		$4.45M Buy
93,796
+2,060
+2% +$99.6K 0.08% 211
2025
Q4 		$4.18M Buy
91,736
+93
+0.1% +$4.21K 0.08% 205
2025
Q3 		$4.17M Buy
+91,643
New +$4.02M 0.08% 199

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

Modern Wealth Management's SCHC Position: Q2 2026 in Review

Modern Wealth Management increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 5.6% in Q2 2026, buying an estimated $261K and bringing the position to 99,067 shares worth $4.77M. The position accounts for 0.06% of the portfolio, ranked #267.

Modern Wealth Management first reported a position in SCHC in Q3 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Modern Wealth Management held 99,067 shares of Schwab International Small-Cap Equity ETF worth $4.77M as of Q2 2026.
  • Modern Wealth Management bought 5,271 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $261K.
  • Schwab International Small-Cap Equity ETF made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Modern Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.