Newton One Investments’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Newton One Investments’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	$91.6K	Buy	1,904 +5	+0.3%	+$248	0.02%	54
2026 Q1	$88.8K	Hold	1,899	–	–	0.02%	52
2025 Q4	$86.5K	Buy	1,899 +64	+3%	+$2.9K	0.03%	57
2025 Q3	$83.5K	Sell	1,835 -1,963	-52%	-$86.2K	0.02%	55
2025 Q2	$162K	Buy	3,798 +8	+0.2%	+$310	0.05%	45
2025 Q1	$136K	Hold	3,790	–	–	0.05%	47
2024 Q4	$130K	Buy	+3,790	New	+$138K	0.05%	48
2024 Q3	–	Sell	-3,656	Closed	-$130K	–	93
2024 Q2	$130K	Hold	3,656	–	–	0.06%	48
2024 Q1	$131K	Hold	3,656	–	–	0.06%	49
2023 Q4	$128K	Buy	3,656 +94	+3%	+$3.05K	0.06%	50
2023 Q3	$115K	Hold	3,562	–	–	0.07%	52
2023 Q2	$120K	Buy	3,562 +18	+0.5%	+$609	0.07%	52
2023 Q1	$119K	Hold	3,544	–	–	0.07%	50
2022 Q4	$112K	Hold	3,544	–	–	0.07%	49
2022 Q3	$98K	Hold	3,544	–	–	0.07%	49
2022 Q2	$111K	Hold	3,544	–	–	0.08%	46
2022 Q1	$135K	Hold	3,544	–	–	0.1%	44
2021 Q4	$145K	Hold	3,544	–	–	0.1%	45
2021 Q3	$147K	Hold	3,544	–	–	0.11%	44
2021 Q2	$147K	Buy	+3,544	New	+$148K	0.12%	44

Other funds holding SCHC

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Newton One Investments's SCHC Position: Q2 2026 in Review

Newton One Investments increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.26% in Q2 2026, buying an estimated $248 and bringing the position to 1,904 shares worth $91.6K. The position accounts for 0.02% of the portfolio, ranked #54.

Newton One Investments first reported a position in SCHC in Q2 2021 and has held it in 20 quarters since. The position peaked at $162K in Q2 2025. 363 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Newton One Investments held 1,904 shares of Schwab International Small-Cap Equity ETF worth $91.6K as of Q2 2026.
Newton One Investments bought 5 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $248.
Schwab International Small-Cap Equity ETF made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #54 holding.
Newton One Investments first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and has held it in 20 quarters since.
Newton One Investments's Schwab International Small-Cap Equity ETF position peaked at $162K in Q2 2025.
363 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.