McCarley & Cook Financial Planners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$12.3K	Buy	247 +142	+135%	+$7.07K	0.01%	164
2026 Q2	$5.05K	Sell	105 -1,802	-94%	-$89.4K	﹤0.01%	188
2026 Q1	$89.1K	Sell	1,907 -6,068	-76%	-$293K	0.08%	76
2025 Q4	$363K	Buy	+7,975	New	+$361K	0.33%	32

Other funds holding SCHC

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHC Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 135% in Q3 2026, buying an estimated $7.07K and bringing the position to 247 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #164.

McCarley & Cook Financial Planners first reported a position in SCHC in Q4 2025 and has held it in 4 quarters since. The position peaked at $363K in Q4 2025. 173 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

McCarley & Cook Financial Planners held 247 shares of Schwab International Small-Cap Equity ETF worth $12.3K as of Q3 2026.
McCarley & Cook Financial Planners bought 142 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $7.07K.
Schwab International Small-Cap Equity ETF made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #164 holding.
McCarley & Cook Financial Planners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Schwab International Small-Cap Equity ETF position peaked at $363K in Q4 2025.
173 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.