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

Portus Wealth 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 		– Sell
-14
Closed -$654 – 437
2026
Q1 		$654 Buy
+14
New +$677 ﹤0.01% 449

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SC
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Jones Financial Companies
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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
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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

Portus Wealth Advisors's SCHC Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 14 shares — an estimated $654 sold.

Portus Wealth Advisors first reported a position in SCHC in Q1 2026 and held it in 1 quarter. The position peaked at $654 in Q1 2026. 519 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 14 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $654.
  • Portus Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $654 in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.