Phillip James Consulting
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Phillip James Consulting’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Phillip James Consulting’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 		$2.1M Sell
42,196
-1,009
-2% -$50.3K 1.41% 20
2026
Q2 		$2.08M Buy
+43,205
New +$2.14M 1.39% 20

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Savant Capital
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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Phillip James Consulting's SCHC Position: Q3 2026 in Review

Phillip James Consulting reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.3% in Q3 2026, selling an estimated $50.3K and leaving 42,196 shares worth $2.1M. The position accounts for 1.41% of the portfolio, ranked #20.

Phillip James Consulting first reported a position in SCHC in Q2 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Phillip James Consulting held 42,196 shares of Schwab International Small-Cap Equity ETF worth $2.1M as of Q3 2026.
  • Phillip James Consulting sold 1,009 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $50.3K.
  • Schwab International Small-Cap Equity ETF made up 1.41% of Phillip James Consulting's portfolio in Q3 2026, its #20 holding.
  • Phillip James Consulting first reported a position in Schwab International Small-Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.