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Mutual Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Mutual Advisors’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 		$417K Sell
8,661
-20
-0.2% -$992 0.01% 1029
2026
Q1 		$406K Sell
8,681
-327
-4% -$15.8K 0.01% 986
2025
Q4 		$410K Sell
9,008
-143
-2% -$6.48K 0.01% 965
2025
Q3 		$420K Sell
9,151
-99
-1% -$4.35K 0.01% 932
2025
Q2 		$404K Sell
9,250
-232
-2% -$8.99K 0.01% 876
2025
Q1 		$355K Sell
9,482
-112
-1% -$4K 0.01% 845
2024
Q4 		$329K Buy
9,594
+4
+0% +$146 0.01% 861
2024
Q3 		$355K Sell
9,590
-202
-2% -$7.44K 0.01% 826
2024
Q2 		$357K Buy
9,792
+15
+0.2% +$535 0.01% 827
2024
Q1 		$350K Buy
+9,777
New +$336K 0.01% 818
2022
Q1 		– Sell
-9,105
Closed -$373K – 926
2021
Q4 		$373K Buy
9,105
+679
+8% +$28.3K 0.02% 667
2021
Q3 		$350K Buy
8,426
+564
+7% +$24K 0.02% 668
2021
Q2 		$327K Buy
7,862
+4
+0.1% +$167 0.02% 665
2021
Q1 		$310K Buy
7,858
+1,044
+15% +$40.7K 0.02% 623
2020
Q4 		$257K Sell
6,814
-1,274
-16% -$44.5K 0.02% 635
2020
Q3 		$263K Sell
8,088
-394
-5% -$12.6K 0.02% 571
2020
Q2 		$251K Buy
+8,482
New +$234K 0.02% 546
2019
Q3 		– Sell
-16,890
Closed -$551K – 594
2019
Q2 		$551K Buy
+16,890
New +$548K 0.07% 310

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

Mutual Advisors's SCHC Position: Q2 2026 in Review

Mutual Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.23% in Q2 2026, selling an estimated $992 and leaving 8,661 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1029.

Mutual Advisors first reported a position in SCHC in Q2 2019 and has held it in 18 quarters since. The position peaked at $551K in Q2 2019. 520 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Mutual Advisors held 8,661 shares of Schwab International Small-Cap Equity ETF worth $417K as of Q2 2026.
  • Mutual Advisors sold 20 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $992.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1029 holding.
  • Mutual Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and has held it in 18 quarters since.
  • Mutual Advisors's Schwab International Small-Cap Equity ETF position peaked at $551K in Q2 2019.
  • 520 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.