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Morris Financial Concepts’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Morris Financial Concepts’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 		$448K Sell
9,302
-382
-4% -$18.9K 0.14% 87
2026
Q1 		$453K Sell
9,684
-677
-7% -$32.7K 0.15% 80
2025
Q4 		$472K Sell
10,361
-100
-1% -$4.53K 0.17% 75
2025
Q3 		$476K Sell
10,461
-175
-2% -$7.68K 0.17% 72
2025
Q2 		$453K Sell
10,636
-488
-4% -$18.9K 0.18% 72
2025
Q1 		$399K Sell
11,124
-123
-1% -$4.39K 0.17% 83
2024
Q4 		$386K Sell
11,247
-97
-0.9% -$3.53K 0.17% 77
2024
Q3 		$437K Sell
11,344
-238
-2% -$8.76K 0.19% 72
2024
Q2 		$412K Sell
11,582
-886
-7% -$31.6K 0.2% 69
2024
Q1 		$446K Sell
12,468
-3,148
-20% -$108K 0.23% 61
2023
Q4 		$545K Sell
15,616
-203
-1% -$6.59K 0.31% 44
2023
Q3 		$510K Sell
15,819
-59
-0.4% -$2K 0.34% 40
2023
Q2 		$536K Sell
15,878
-309
-2% -$10.4K 0.35% 42
2023
Q1 		$546K Sell
16,187
-944
-6% -$31.5K 0.38% 39
2022
Q4 		$539K Buy
17,131
+1,504
+10% +$45.8K 0.44% 41
2022
Q3 		$434K Buy
15,627
+20
+0.1% +$630 0.45% 33
2022
Q2 		$487K Sell
15,607
-315
-2% -$10.9K 0.46% 37
2022
Q1 		$605K Buy
15,922
+22
+0.1% +$842 0.5% 31
2021
Q4 		$651K Buy
+15,900
New +$663K 0.54% 29

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

Morris Financial Concepts's SCHC Position: Q2 2026 in Review

Morris Financial Concepts reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.9% in Q2 2026, selling an estimated $18.9K and leaving 9,302 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #87.

Morris Financial Concepts first reported a position in SCHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $651K in Q4 2021. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Morris Financial Concepts held 9,302 shares of Schwab International Small-Cap Equity ETF worth $448K as of Q2 2026.
  • Morris Financial Concepts sold 382 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $18.9K.
  • Schwab International Small-Cap Equity ETF made up 0.14% of Morris Financial Concepts's portfolio in Q2 2026, its #87 holding.
  • Morris Financial Concepts first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Schwab International Small-Cap Equity ETF position peaked at $651K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.