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 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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth

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