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

Operose 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 		$81.5K Sell
1,693
-503
-23% -$24.9K 0.02% 261
2026
Q1 		$103K Buy
2,196
+78
+4% +$3.77K 0.02% 217
2025
Q4 		$96.4K Buy
2,118
+1,170
+123% +$53K 0.02% 222
2025
Q3 		$43.1K Buy
948
+224
+31% +$9.84K 0.01% 273
2025
Q2 		$30.8K Hold
724
– – 0.01% 264
2025
Q1 		$26K Sell
724
-4,129
-85% -$147K 0.01% 263
2024
Q4 		$167K Sell
4,853
-131
-3% -$4.77K 0.06% 133
2024
Q3 		$192K Buy
4,984
+15
+0.3% +$552 0.06% 144
2024
Q2 		$177K Hold
4,969
– – 0.06% 145
2024
Q1 		$178K Sell
4,969
-1,828
-27% -$62.9K 0.06% 162
2023
Q4 		$237K Sell
6,797
-135
-2% -$4.38K 0.09% 101
2023
Q3 		$224K Buy
6,932
+270
+4% +$9.15K 0.09% 111
2023
Q2 		$225K Buy
6,662
+149
+2% +$5.04K 0.1% 76
2023
Q1 		$220K Buy
6,513
+291
+5% +$9.71K 0.11% 67
2022
Q4 		$196K Buy
6,222
+168
+3% +$5.12K 0.1% 69
2022
Q3 		$168K Buy
6,054
+30
+0.5% +$945 0.11% 68
2022
Q2 		$188K Hold
6,024
– – 0.13% 61
2022
Q1 		$229K Buy
6,024
+2
+0% +$77 0.16% 62
2021
Q4 		$246K Buy
+6,022
New +$251K 0.2% 51

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

Operose Advisors's SCHC Position: Q2 2026 in Review

Operose Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 23% in Q2 2026, selling an estimated $24.9K and leaving 1,693 shares worth $81.5K. The position accounts for 0.02% of the portfolio, ranked #261.

Operose Advisors first reported a position in SCHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $246K in Q4 2021. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Operose Advisors held 1,693 shares of Schwab International Small-Cap Equity ETF worth $81.5K as of Q2 2026.
  • Operose Advisors sold 503 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $24.9K.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #261 holding.
  • Operose Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Schwab International Small-Cap Equity ETF position peaked at $246K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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