PFM
SCHC icon

Phillips Financial Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Phillips Financial Management’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
Q1 		– Sell
-194
Closed -$8.83K – 307
2025
Q4 		$8.83K Buy
+194
New +$8.79K ﹤0.01% 291

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $3.38T AUM 44.17% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Phillips Financial Management's SCHC Position: Q1 2026 in Review

Phillips Financial Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2026, closing a stake of 194 shares — an estimated $8.83K sold.

Phillips Financial Management first reported a position in SCHC in Q4 2025 and held it in 1 quarter. The position peaked at $8.83K in Q4 2025. 495 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Phillips Financial Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 194 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $8.83K.
  • Phillips Financial Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Phillips Financial Management's Schwab International Small-Cap Equity ETF position peaked at $8.83K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.