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Morton Brown Family Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Morton Brown Family 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 		$3.3M Sell
68,674
-108
-0.2% -$5.36K 0.75% 16
2026
Q1 		$3.21M Sell
68,782
-1,064
-2% -$51.5K 0.85% 16
2025
Q4 		$3.18M Sell
69,846
-4,970
-7% -$225K 0.87% 16
2025
Q3 		$3.4M Sell
74,816
-776
-1% -$34.1K 0.98% 15
2025
Q2 		$3.22M Buy
75,592
+2,063
+3% +$79.9K 0.98% 15
2025
Q1 		$2.64M Sell
73,529
-6,957
-9% -$248K 0.9% 17
2024
Q4 		$2.76M Sell
80,486
-34,345
-30% -$1.25M 0.96% 15
2024
Q3 		$4.42M Sell
114,831
-177,768
-61% -$6.55M 1.57% 14
2024
Q2 		$10.8M Sell
292,599
-111,824
-28% -$3.99M 4.25% 7
2024
Q1 		$14.5M Buy
404,423
+28,863
+8% +$993K 5.98% 5
2023
Q4 		$13.1M Buy
375,560
+25,461
+7% +$826K 5.74% 5
2023
Q3 		$11.3M Buy
350,099
+28,648
+9% +$971K 5.77% 6
2023
Q2 		$10.9M Buy
321,451
+36,397
+13% +$1.23M 5.8% 5
2023
Q1 		$9.61M Buy
285,054
+34,254
+14% +$1.14M 5.73% 5
2022
Q4 		$7.89M Buy
250,800
+21,966
+10% +$669K 5.38% 6
2022
Q3 		$6.35M Buy
228,834
+12,625
+6% +$398K 5.06% 8
2022
Q2 		$6.75M Buy
216,209
+22,517
+12% +$780K 5.23% 7
2022
Q1 		$7.35M Buy
193,692
+25,335
+15% +$970K 5.56% 6
2021
Q4 		$6.89M Buy
+168,357
New +$7.02M 5.28% 6

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

Morton Brown Family Wealth's SCHC Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.16% in Q2 2026, selling an estimated $5.36K and leaving 68,674 shares worth $3.3M. The position accounts for 0.75% of the portfolio, ranked #16.

Morton Brown Family Wealth first reported a position in SCHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q1 2024. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Morton Brown Family Wealth held 68,674 shares of Schwab International Small-Cap Equity ETF worth $3.3M as of Q2 2026.
  • Morton Brown Family Wealth sold 108 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $5.36K.
  • Schwab International Small-Cap Equity ETF made up 0.75% of Morton Brown Family Wealth's portfolio in Q2 2026, its #16 holding.
  • Morton Brown Family Wealth first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Schwab International Small-Cap Equity ETF position peaked at $14.5M in Q1 2024.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.